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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 | $1,118,643 | $110,801+909.6% | $86,615+1191.5% | $167,536+567.7% |
| Participation rate | 33.3% | 75.8%-42.4pp | 71.6%-38.3pp | 82.1%-48.8pp |
| Annual return | 12.19% | 116.96%-104.8pp | 63.51%-51.3pp | 478.82%-466.6pp |
| Employer contribution / active EE | $2,900 | $3,245-10.6% | $2,496+16.2% | $4,839-40.1% |
| Participant deferral / active EE | $4,333 | $4,547-4.7% | $3,699+17.1% | $6,342-31.7% |
| Admin fee / account holder | $14,589 | $8,417+73.3% | $5,830+150.3% | $12,315+18.5% |