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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 | $1,057,350 | $160,028+560.7% | $147,080+618.9% | $145,884+624.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 18.62% | 98.60%-80.0pp | 420.17%-401.6pp | 551.85%-533.2pp |
| Employer contribution / active EE | $6,250 | $5,286+18.2% | $4,933+26.7% | $4,662+34.1% |
| Participant deferral / active EE | $7,625 | $8,422-9.5% | $8,066-5.5% | $6,690+14.0% |
| Admin fee / account holder | $7,189 | $15,030-52.2% | $12,989-44.7% | $13,392-46.3% |