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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 | $174,379+744.8% | $152,093+868.6% | $138,895+960.6% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 17.90% | 74.86%-57.0pp | 66.36%-48.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $1,652 | $4,652-64.5% | $4,175-60.4% | $4,194-60.6% |
| Participant deferral / active EE | $12,400 | $6,159+101.3% | $5,451+127.5% | $6,396+93.9% |
| Admin fee / account holder | $36,577 | $16,880+116.7% | $14,497+152.3% | $12,562+191.2% |