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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 | $1,062,336 | $183,539+478.8% | $155,556+582.9% | $145,897+628.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 21.71% | 61.31%-39.6pp | 64.84%-43.1pp | 552.29%-530.6pp |
| Employer contribution / active EE | $10,306 | $5,315+93.9% | $4,675+120.4% | $4,663+121.0% |
| Participant deferral / active EE | $6,195 | $6,467-4.2% | $5,631+10.0% | $6,689-7.4% |
| Admin fee / account holder | $11,079 | $19,275-42.5% | $15,885-30.3% | $13,390-17.3% |