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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 | $1,636,106 | $211,288+674.3% | $178,540+816.4% | $145,884+1021.5% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 22.02% | 30.27%-8.3pp | 27.15%-5.1pp | 551.85%-529.8pp |
| Employer contribution / active EE | $1,399 | $4,574-69.4% | $3,953-64.6% | $4,662-70.0% |
| Participant deferral / active EE | $10,167 | $6,967+45.9% | $6,281+61.9% | $6,690+52.0% |
| Admin fee / account holder | $4,401 | $12,105-63.6% | $10,424-57.8% | $13,392-67.1% |