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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 | $162,136+628.0% | $152,301+675.0% | $154,746+662.7% |
| Participation rate | 37.5% | 84.1%-46.6pp | 82.4%-44.9pp | 80.7%-43.2pp |
| Annual return | 23.40% | 91.02%-67.6pp | 80.50%-57.1pp | 172.34%-148.9pp |
| Employer contribution / active EE | $3,799 | $4,890-22.3% | $4,624-17.9% | $4,379-13.3% |
| Participant deferral / active EE | $9,219 | $8,341+10.5% | $8,004+15.2% | $6,730+37.0% |
| Admin fee / account holder | $8,031 | $15,759-49.0% | $14,398-44.2% | $14,365-44.1% |