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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 | $1,097,815 | $155,555+605.7% | $146,866+647.5% | $155,188+607.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 16.24% | 115.41%-99.2pp | 102.85%-86.6pp | 148.84%-132.6pp |
| Employer contribution / active EE | $8,333 | $4,647+79.3% | $4,425+88.3% | $4,248+96.2% |
| Participant deferral / active EE | $19,560 | $8,044+143.2% | $7,759+152.1% | $6,531+199.5% |
| Admin fee / account holder | $4,998 | $14,755-66.1% | $13,620-63.3% | $14,480-65.5% |