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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 | $1,056,473 | $129,737+714.3% | $119,126+786.9% | $154,746+582.7% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 16.63% | 379.08%-362.5pp | 282.11%-265.5pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,479 | $4,375-43.3% | $4,034-38.5% | $4,379-43.4% |
| Participant deferral / active EE | $4,665 | $5,842-20.1% | $5,318-12.3% | $6,730-30.7% |
| Admin fee / account holder | $37,944 | $11,961+217.2% | $10,693+254.8% | $14,365+164.1% |