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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,077,942 | $185,312+481.7% | $161,489+567.5% | $154,746+596.6% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 22.67% | 103.84%-81.2pp | 89.72%-67.1pp | 172.34%-149.7pp |
| Employer contribution / active EE | $3,000 | $4,769-37.1% | $4,268-29.7% | $4,379-31.5% |
| Participant deferral / active EE | $12,625 | $6,350+98.8% | $5,630+124.3% | $6,730+87.6% |
| Admin fee / account holder | $3,096 | $18,654-83.4% | $16,006-80.7% | $14,365-78.4% |