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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 | $1,237,783 | $129,737+854.1% | $119,126+939.1% | $154,746+699.9% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 15.08% | 379.08%-364.0pp | 282.11%-267.0pp | 172.34%-157.3pp |
| Employer contribution / active EE | $2,502 | $4,375-42.8% | $4,034-38.0% | $4,379-42.9% |
| Participant deferral / active EE | $13,078 | $5,842+123.9% | $5,318+145.9% | $6,730+94.3% |
| Admin fee / account holder | $5,475 | $11,961-54.2% | $10,693-48.8% | $14,365-61.9% |