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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 | $1,194,971 | $181,062+560.0% | $158,223+655.2% | $155,188+670.0% |
| Participation rate | 33.3% | 82.7%-49.3pp | 79.2%-45.9pp | 80.8%-47.5pp |
| Annual return | 16.28% | 57.39%-41.1pp | 52.09%-35.8pp | 148.84%-132.6pp |
| Employer contribution / active EE | $20,025 | $4,565+338.7% | $4,109+387.4% | $4,248+371.4% |
| Participant deferral / active EE | $8,000 | $6,134+30.4% | $5,467+46.3% | $6,531+22.5% |
| Admin fee / account holder | $23,415 | $18,825+24.4% | $16,047+45.9% | $14,480+61.7% |