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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 | $1,369,870 | $88,754+1443.4% | $81,820+1574.3% | $145,877+839.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 12.03% | 1031.77%-1019.7pp | 777.93%-765.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $25,985 | $3,085+742.2% | $2,915+791.4% | $4,663+457.3% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $45,793 | $8,424+443.6% | $7,391+519.6% | $13,402+241.7% |