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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 | $1,289,141 | $157,304+719.5% | $141,197+813.0% | $152,909+743.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 22.75% | 64.34%-41.6pp | 71.41%-48.7pp | 345.46%-322.7pp |
| Employer contribution / active EE | $5,400 | $5,263+2.6% | $4,736+14.0% | $4,764+13.4% |
| Participant deferral / active EE | $22,000 | $7,111+209.4% | $6,710+227.9% | $5,851+276.0% |
| Admin fee / account holder | $114,816 | $12,126+846.9% | $10,265+1018.5% | $11,601+889.7% |