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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 | $1,102,677 | $106,008+940.2% | $92,240+1095.4% | $147,586+647.1% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 15.66% | 50.05%-34.4pp | 176.29%-160.6pp | 578.59%-562.9pp |
| Employer contribution / active EE | $2,885 | $4,333-33.4% | $3,680-21.6% | $4,876-40.8% |
| Participant deferral / active EE | $16,000 | $4,478+257.3% | $3,897+310.6% | $5,439+194.2% |
| Admin fee / account holder | $2,943 | $6,333-53.5% | $5,194-43.3% | $10,886-73.0% |