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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 | $90,614+1061.9% | $76,089+1283.7% | $145,877+621.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 16.77% | 623.80%-607.0pp | 360.94%-344.2pp | 551.28%-534.5pp |
| Employer contribution / active EE | $11,081 | $3,324+233.3% | $2,690+311.9% | $4,663+137.6% |
| Participant deferral / active EE | $6,817 | $5,168+31.9% | $4,259+60.0% | $6,691+1.9% |
| Admin fee / account holder | $32,438 | $8,376+287.3% | $6,418+405.4% | $13,402+142.0% |