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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 | $117,829+965.0% | $102,423+1125.2% | $145,877+760.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 34.87% | 31.83%+3.0pp | 29.42%+5.4pp | 551.28%-516.4pp |
| Employer contribution / active EE | $1,356 | $3,615-62.5% | $3,023-55.2% | $4,663-70.9% |
| Participant deferral / active EE | $9,443 | $5,732+64.7% | $5,054+86.8% | $6,691+41.1% |
| Admin fee / account holder | $56,994 | $13,335+327.4% | $9,455+502.8% | $13,402+325.3% |