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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 | $1,060,290 | $124,351+752.7% | $109,188+871.1% | $167,553+532.8% |
| Participation rate | 17.6% | 79.4%-61.8pp | 75.9%-58.2pp | 82.1%-64.5pp |
| Annual return | 18.36% | 26.04%-7.7pp | 25.76%-7.4pp | 478.89%-460.5pp |
| Employer contribution / active EE | $3,270 | $4,210-22.3% | $3,723-12.2% | $4,840-32.4% |
| Participant deferral / active EE | $5,104 | $5,257-2.9% | $4,654+9.7% | $6,343-19.5% |
| Admin fee / account holder | $3,121 | $7,975-60.9% | $6,755-53.8% | $12,316-74.7% |