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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 | $1,020,994 | $155,555+556.4% | $146,866+595.2% | $155,188+557.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 16.23% | 115.41%-99.2pp | 102.85%-86.6pp | 148.84%-132.6pp |
| Employer contribution / active EE | $3,815 | $4,647-17.9% | $4,425-13.8% | $4,248-10.2% |
| Participant deferral / active EE | $5,117 | $8,044-36.4% | $7,759-34.1% | $6,531-21.7% |
| Admin fee / account holder | $9,003 | $14,755-39.0% | $13,620-33.9% | $14,480-37.8% |