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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 | $1,473,153 | $227,399+547.8% | $189,758+676.3% | $198,609+641.7% |
| Participation rate | 40.0% | 84.0%-44.0pp | 79.8%-39.8pp | 82.4%-42.4pp |
| Annual return | 17.90% | 61.03%-43.1pp | 52.62%-34.7pp | 202.70%-184.8pp |
| Employer contribution / active EE | $1,652 | $5,526-70.1% | $4,767-65.3% | $5,055-67.3% |
| Participant deferral / active EE | $12,400 | $6,837+81.4% | $5,856+111.8% | $6,977+77.7% |
| Admin fee / account holder | $36,577 | $25,162+45.4% | $20,388+79.4% | $19,030+92.2% |