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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 | $1,052,804 | $90,530+1062.9% | $76,030+1284.7% | $145,897+621.6% |
| Participation rate | 66.7% | 74.4%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 16.77% | 625.08%-608.3pp | 361.54%-344.8pp | 552.29%-535.5pp |
| Employer contribution / active EE | $11,081 | $3,319+233.8% | $2,688+312.3% | $4,663+137.6% |
| Participant deferral / active EE | $6,817 | $5,164+32.0% | $4,257+60.1% | $6,689+1.9% |
| Admin fee / account holder | $32,438 | $8,383+286.9% | $6,421+405.2% | $13,390+142.2% |