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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 | $183,627+471.8% | $155,602+574.8% | $145,978+619.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 44.39% | 61.32%-16.9pp | 64.81%-20.4pp | 550.52%-506.1pp |
| Employer contribution / active EE | $3,814 | $5,316-28.3% | $4,675-18.4% | $4,662-18.2% |
| Participant deferral / active EE | $8,883 | $6,466+37.4% | $5,629+57.8% | $6,690+32.8% |
| Admin fee / account holder | $4,294 | $19,327-77.8% | $15,923-73.0% | $13,400-68.0% |