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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 | $1,563,536 | $178,174+777.5% | $156,181+901.1% | $137,256+1039.1% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 13.27% | 84.19%-70.9pp | 64.87%-51.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $2,701 | $4,972-45.7% | $4,294-37.1% | $4,156-35.0% |
| Participant deferral / active EE | $7,625 | $6,888+10.7% | $6,132+24.3% | $6,407+19.0% |
| Admin fee / account holder | $46,733 | $17,404+168.5% | $14,586+220.4% | $12,270+280.9% |