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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 | $174,379+490.6% | $152,093+577.1% | $138,895+641.4% |
| Participation rate | 25.0% | 81.6%-56.6pp | 77.8%-52.8pp | 79.9%-54.9pp |
| Annual return | 13.70% | 74.86%-61.2pp | 66.36%-52.7pp | 145.39%-131.7pp |
| Employer contribution / active EE | $1,600 | $4,652-65.6% | $4,175-61.7% | $4,194-61.9% |
| Participant deferral / active EE | $2,725 | $6,159-55.8% | $5,451-50.0% | $6,396-57.4% |
| Admin fee / account holder | $1,358 | $16,880-92.0% | $14,497-90.6% | $12,562-89.2% |