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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 | $1,016,471 | $115,225+782.2% | $100,712+909.3% | $138,895+631.8% |
| Participation rate | 33.3% | 74.3%-41.0pp | 69.3%-35.9pp | 79.9%-46.6pp |
| Annual return | 14.13% | 40.35%-26.2pp | 33.27%-19.1pp | 145.39%-131.3pp |
| Employer contribution / active EE | $1,333 | $2,771-51.9% | $2,313-42.3% | $4,194-68.2% |
| Participant deferral / active EE | $7,833 | $4,699+66.7% | $4,085+91.8% | $6,396+22.5% |
| Admin fee / account holder | $1,316 | $10,844-87.9% | $9,256-85.8% | $12,562-89.5% |