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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 | $185,312+695.0% | $161,489+812.2% | $154,746+852.0% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 17.90% | 103.84%-85.9pp | 89.72%-71.8pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,652 | $4,769-65.4% | $4,268-61.3% | $4,379-62.3% |
| Participant deferral / active EE | $12,400 | $6,350+95.3% | $5,630+120.3% | $6,730+84.2% |
| Admin fee / account holder | $36,577 | $18,654+96.1% | $16,006+128.5% | $14,365+154.6% |