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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 | $1,027,561 | $107,353+857.2% | $92,903+1006.1% | $152,885+572.1% |
| Participation rate | 10.0% | 79.8%-69.8pp | 76.0%-66.0pp | 82.5%-72.5pp |
| Annual return | 37.43% | 145.62%-108.2pp | 109.43%-72.0pp | 345.39%-308.0pp |
| Employer contribution / active EE | $5,408 | $4,222+28.1% | $3,653+48.0% | $4,763+13.5% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,290 | $7,081-11.2% | $5,795+8.5% | $11,598-45.8% |