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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 | $171,492+621.8% | $150,734+721.2% | $198,609+523.2% |
| Participation rate | 60.0% | 81.4%-21.4pp | 78.4%-18.4pp | 82.4%-22.4pp |
| Annual return | 15.08% | 804.70%-789.6pp | 600.81%-585.7pp | 202.70%-187.6pp |
| Employer contribution / active EE | $2,502 | $5,470-54.3% | $4,918-49.1% | $5,055-50.5% |
| Participant deferral / active EE | $13,078 | $6,259+109.0% | $5,610+133.1% | $6,977+87.5% |
| Admin fee / account holder | $5,475 | $17,628-68.9% | $14,905-63.3% | $19,030-71.2% |