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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 | $1,086,877 | $181,062+500.3% | $158,223+586.9% | $155,188+600.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 18.11% | 57.39%-39.3pp | 52.09%-34.0pp | 148.84%-130.7pp |
| Employer contribution / active EE | $1,225 | $4,565-73.2% | $4,109-70.2% | $4,248-71.2% |
| Participant deferral / active EE | $12,242 | $6,134+99.6% | $5,467+123.9% | $6,531+87.4% |
| Admin fee / account holder | $2,500 | $18,825-86.7% | $16,047-84.4% | $14,480-82.7% |