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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 | $1,254,926 | $117,895+964.4% | $102,460+1124.8% | $145,897+760.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 34.87% | 31.92%+2.9pp | 29.47%+5.4pp | 552.29%-517.4pp |
| Employer contribution / active EE | $1,356 | $3,619-62.5% | $3,025-55.2% | $4,663-70.9% |
| Participant deferral / active EE | $9,443 | $5,736+64.6% | $5,056+86.8% | $6,689+41.2% |
| Admin fee / account holder | $56,994 | $13,353+326.8% | $9,460+502.5% | $13,390+325.6% |