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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 | $1,180,290 | $155,555+658.8% | $146,866+703.7% | $155,188+660.6% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.5%-45.0pp | 80.8%-43.3pp |
| Annual return | 23.40% | 115.41%-92.0pp | 102.85%-79.5pp | 148.84%-125.4pp |
| Employer contribution / active EE | $3,799 | $4,647-18.2% | $4,425-14.1% | $4,248-10.6% |
| Participant deferral / active EE | $9,219 | $8,044+14.6% | $7,759+18.8% | $6,531+41.2% |
| Admin fee / account holder | $8,031 | $14,755-45.6% | $13,620-41.0% | $14,480-44.5% |