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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 | $1,229,526 | $154,228+697.2% | $145,433+745.4% | $137,256+795.8% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 17.55% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $13,620 | $4,804+183.5% | $4,554+199.0% | $4,156+227.7% |
| Participant deferral / active EE | $13,582 | $8,216+65.3% | $7,897+72.0% | $6,407+112.0% |
| Admin fee / account holder | $8,809 | $14,344-38.6% | $13,129-32.9% | $12,270-28.2% |