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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 | $184,014+749.7% | $161,149+870.2% | $138,895+1025.7% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 13.27% | 21.52%-8.2pp | 21.16%-7.9pp | 145.39%-132.1pp |
| Employer contribution / active EE | $2,701 | $5,055-46.6% | $4,360-38.0% | $4,194-35.6% |
| Participant deferral / active EE | $7,625 | $6,909+10.4% | $6,153+23.9% | $6,396+19.2% |
| Admin fee / account holder | $46,733 | $18,027+159.2% | $15,194+207.6% | $12,562+272.0% |