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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 | $1,050,025 | $183,539+472.1% | $155,556+575.0% | $145,897+619.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 44.39% | 61.31%-16.9pp | 64.84%-20.4pp | 552.29%-507.9pp |
| Employer contribution / active EE | $3,814 | $5,315-28.2% | $4,675-18.4% | $4,663-18.2% |
| Participant deferral / active EE | $8,883 | $6,467+37.4% | $5,631+57.8% | $6,689+32.8% |
| Admin fee / account holder | $4,294 | $19,275-77.7% | $15,885-73.0% | $13,390-67.9% |