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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 | $1,120,413 | $172,111+551.0% | $150,298+645.5% | $137,256+716.3% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 18.26% | 69.37%-51.1pp | 62.79%-44.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,293 | $4,636-50.5% | $4,154-44.8% | $4,156-44.8% |
| Participant deferral / active EE | $7,833 | $6,166+27.0% | $5,453+43.7% | $6,407+22.3% |
| Admin fee / account holder | $7,102 | $16,471-56.9% | $14,116-49.7% | $12,270-42.1% |