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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 | $1,650,680 | $92,766+1679.4% | $82,763+1894.5% | $134,545+1126.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | 162.54% | 946.97%-784.4pp | 702.45%-539.9pp | 418.37%-255.8pp |
| Employer contribution / active EE | $2,815 | $3,273-14.0% | $3,008-6.4% | $4,742-40.6% |
| Participant deferral / active EE | $1,971 | $4,802-59.0% | $4,395-55.2% | $6,401-69.2% |
| Admin fee / account holder | $405 | $5,978-93.2% | $5,325-92.4% | $11,431-96.5% |