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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 | $1,053,583 | $162,821+547.1% | $133,978+686.4% | $158,982+562.7% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 22.80% | 41.95%-19.1pp | 45.10%-22.3pp | 302.99%-280.2pp |
| Employer contribution / active EE | $21,705 | $4,976+336.2% | $3,919+453.8% | $4,763+355.7% |
| Participant deferral / active EE | $8,667 | $5,910+46.6% | $5,047+71.7% | $5,983+44.8% |
| Admin fee / account holder | $2,155 | $11,742-81.6% | $8,930-75.9% | $11,252-80.8% |