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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 | $1,143,178 | $160,070+614.2% | $147,117+677.1% | $145,897+683.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.05% | 98.69%-82.6pp | 420.54%-404.5pp | 552.29%-536.2pp |
| Employer contribution / active EE | $6,250 | $5,285+18.3% | $4,932+26.7% | $4,663+34.0% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,002 | $15,035-53.4% | $12,993-46.1% | $13,390-47.7% |