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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 | $185,312+504.6% | $161,489+593.8% | $154,746+624.0% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 18.26% | 103.84%-85.6pp | 89.72%-71.5pp | 172.34%-154.1pp |
| Employer contribution / active EE | $2,293 | $4,769-51.9% | $4,268-46.3% | $4,379-47.6% |
| Participant deferral / active EE | $7,833 | $6,350+23.4% | $5,630+39.1% | $6,730+16.4% |
| Admin fee / account holder | $7,102 | $18,654-61.9% | $16,006-55.6% | $14,365-50.6% |