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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 | $1,230,530 | $198,461+520.0% | $170,436+622.0% | $147,585+733.8% |
| Participation rate | 16.7% | 88.0%-71.3pp | 83.6%-66.9pp | 82.8%-66.2pp |
| Annual return | 10.63% | 257.30%-246.7pp | 205.94%-195.3pp | 578.57%-567.9pp |
| Employer contribution / active EE | $7,766 | $6,184+25.6% | $5,433+43.0% | $4,876+59.3% |
| Participant deferral / active EE | $9,586 | $5,629+70.3% | $4,939+94.1% | $5,439+76.3% |
| Admin fee / account holder | $10,774 | $16,852-36.1% | $13,880-22.4% | $10,885-1.0% |