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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 | $1,029,833 | $185,312+455.7% | $161,489+537.7% | $154,746+565.5% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.7%-53.7pp | 80.7%-55.7pp |
| Annual return | 13.70% | 103.84%-90.1pp | 89.72%-76.0pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,600 | $4,769-66.5% | $4,268-62.5% | $4,379-63.5% |
| Participant deferral / active EE | $2,725 | $6,350-57.1% | $5,630-51.6% | $6,730-59.5% |
| Admin fee / account holder | $1,358 | $18,654-92.7% | $16,006-91.5% | $14,365-90.5% |