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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 | $988,598 | $102,696+862.6% | $86,235+1046.4% | $139,487+608.7% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.0%-40.4pp | 80.3%-51.8pp |
| Annual return | 17.17% | 1925.91%-1908.7pp | 1170.03%-1152.9pp | 373.84%-356.7pp |
| Employer contribution / active EE | $1,300 | $3,034-57.2% | $2,381-45.4% | $4,755-72.7% |
| Participant deferral / active EE | $8,571 | $4,679+83.2% | $3,987+115.0% | $6,713+27.7% |
| Admin fee / account holder | $16,137 | $8,667+86.2% | $6,856+135.4% | $11,407+41.5% |