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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 | $1,206,500 | $155,555+675.6% | $146,866+721.5% | $155,188+677.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 11.83% | 115.41%-103.6pp | 102.85%-91.0pp | 148.84%-137.0pp |
| Employer contribution / active EE | $23,250 | $4,647+400.4% | $4,425+425.5% | $4,248+447.3% |
| Participant deferral / active EE | $17,375 | $8,044+116.0% | $7,759+123.9% | $6,531+166.0% |
| Admin fee / account holder | $16,501 | $14,755+11.8% | $13,620+21.2% | $14,480+14.0% |