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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 | $1,492,524 | $156,398+854.3% | $147,318+913.1% | $138,895+974.6% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 21.78% | 78.75%-57.0pp | 70.43%-48.7pp | 145.39%-123.6pp |
| Employer contribution / active EE | $22,083 | $4,853+355.0% | $4,593+380.8% | $4,194+426.5% |
| Participant deferral / active EE | $5,000 | $8,237-39.3% | $7,906-36.8% | $6,396-21.8% |
| Admin fee / account holder | $3,248 | $14,976-78.3% | $13,708-76.3% | $12,562-74.1% |