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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 | $1,412,445 | $166,089+750.4% | $164,928+756.4% | $145,978+867.6% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 26.70% | 100.26%-73.6pp | 70.08%-43.4pp | 550.52%-523.8pp |
| Employer contribution / active EE | $3,472 | $5,276-34.2% | $4,343-20.1% | $4,662-25.5% |
| Participant deferral / active EE | $10,250 | $6,961+47.2% | $6,034+69.9% | $6,690+53.2% |
| Admin fee / account holder | $40,100 | $16,641+141.0% | $12,684+216.1% | $13,400+199.2% |