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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 | $1,032,866 | $102,245+910.2% | $89,340+1056.1% | $137,256+652.5% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 17.22% | 21.89%-4.7pp | 20.57%-3.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,640 | $2,529+4.4% | $2,231+18.3% | $4,156-36.5% |
| Participant deferral / active EE | $5,279 | $4,436+19.0% | $3,823+38.1% | $6,407-17.6% |
| Admin fee / account holder | $4,645 | $8,085-42.6% | $6,704-30.7% | $12,270-62.1% |