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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 | $1,287,514 | $172,111+648.1% | $150,298+756.6% | $137,256+838.0% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 19.12% | 69.37%-50.3pp | 62.79%-43.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $6,616 | $4,636+42.7% | $4,154+59.3% | $4,156+59.2% |
| Participant deferral / active EE | $5,875 | $6,166-4.7% | $5,453+7.7% | $6,407-8.3% |
| Admin fee / account holder | $2,157 | $16,471-86.9% | $14,116-84.7% | $12,270-82.4% |