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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 | $1,573,249 | $102,595+1433.5% | $94,057+1572.7% | $154,746+916.7% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 16.87% | 583.42%-566.5pp | 480.62%-463.8pp | 172.34%-155.5pp |
| Employer contribution / active EE | $1,267 | $3,147-59.8% | $2,933-56.8% | $4,379-71.1% |
| Participant deferral / active EE | $9,532 | $5,118+86.2% | $4,709+102.4% | $6,730+41.6% |
| Admin fee / account holder | $337 | $7,736-95.6% | $7,244-95.3% | $14,365-97.7% |