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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 | $1,211,617 | $174,379+594.8% | $152,093+696.6% | $138,895+772.3% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 39.19% | 74.86%-35.7pp | 66.36%-27.2pp | 145.39%-106.2pp |
| Employer contribution / active EE | $1,222 | $4,652-73.7% | $4,175-70.7% | $4,194-70.9% |
| Participant deferral / active EE | $8,804 | $6,159+42.9% | $5,451+61.5% | $6,396+37.6% |
| Admin fee / account holder | $3,224 | $16,880-80.9% | $14,497-77.8% | $12,562-74.3% |