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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 | $1,098,483 | $211,224+420.1% | $178,505+515.4% | $145,897+652.9% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 21.19% | 30.28%-9.1pp | 27.16%-6.0pp | 552.29%-531.1pp |
| Employer contribution / active EE | $2,400 | $4,577-47.6% | $3,955-39.3% | $4,663-48.5% |
| Participant deferral / active EE | $4,896 | $6,966-29.7% | $6,280-22.0% | $6,689-26.8% |
| Admin fee / account holder | $8,868 | $12,109-26.8% | $10,428-15.0% | $13,390-33.8% |