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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 | $789,445 | $72,071+995.4% | $68,368+1054.7% | $137,256+475.2% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 13.56% | 353.14%-339.6pp | 292.57%-279.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,343 | $2,788-51.8% | $2,649-49.3% | $4,156-67.7% |
| Participant deferral / active EE | $6,130 | $4,410+39.0% | $4,123+48.7% | $6,407-4.3% |
| Admin fee / account holder | $28,918 | $5,336+442.0% | $5,150+461.5% | $12,270+135.7% |