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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 | $1,031,906 | $172,111+499.6% | $150,298+586.6% | $137,256+651.8% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 14.17% | 69.37%-55.2pp | 62.79%-48.6pp | 220.34%-206.2pp |
| Employer contribution / active EE | $3,512 | $4,636-24.2% | $4,154-15.5% | $4,156-15.5% |
| Participant deferral / active EE | $5,658 | $6,166-8.2% | $5,453+3.8% | $6,407-11.7% |
| Admin fee / account holder | $24,078 | $16,471+46.2% | $14,116+70.6% | $12,270+96.2% |