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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 | $185,312+544.8% | $161,489+640.0% | $154,746+672.2% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 16.28% | 103.84%-87.6pp | 89.72%-73.4pp | 172.34%-156.1pp |
| Employer contribution / active EE | $20,025 | $4,769+319.9% | $4,268+369.2% | $4,379+357.3% |
| Participant deferral / active EE | $8,000 | $6,350+26.0% | $5,630+42.1% | $6,730+18.9% |
| Admin fee / account holder | $23,415 | $18,654+25.5% | $16,006+46.3% | $14,365+63.0% |