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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 | $1,037,768 | $172,111+503.0% | $150,298+590.5% | $137,256+656.1% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 12.25% | 69.37%-57.1pp | 62.79%-50.5pp | 220.34%-208.1pp |
| Employer contribution / active EE | $11,124 | $4,636+139.9% | $4,154+167.8% | $4,156+167.7% |
| Participant deferral / active EE | $11,733 | $6,166+90.3% | $5,453+115.2% | $6,407+83.1% |
| Admin fee / account holder | $408 | $16,471-97.5% | $14,116-97.1% | $12,270-96.7% |