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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 | $1,125,891 | $102,938+993.8% | $94,105+1096.4% | $138,895+710.6% |
| Participation rate | 42.9% | 74.6%-31.8pp | 71.9%-29.1pp | 79.9%-37.1pp |
| Annual return | 19.58% | 250.28%-230.7pp | 204.55%-185.0pp | 145.39%-125.8pp |
| Employer contribution / active EE | $5,495 | $2,732+101.2% | $2,504+119.4% | $4,194+31.0% |
| Participant deferral / active EE | $8,543 | $4,196+103.6% | $3,881+120.1% | $6,396+33.6% |
| Admin fee / account holder | $6,957 | $6,600+5.4% | $6,199+12.2% | $12,562-44.6% |