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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 | $3,790,559 | $102,635+3593.2% | $86,209+4297.0% | $139,456+2618.1% |
| Participation rate | 9.1% | 74.5%-65.4pp | 69.0%-59.9pp | 80.3%-71.2pp |
| Annual return | 19.92% | 1923.53%-1903.6pp | 1169.05%-1149.1pp | 373.45%-353.5pp |
| Employer contribution / active EE | $13,096 | $3,034+331.6% | $2,381+449.9% | $4,753+175.5% |
| Participant deferral / active EE | $8,430 | $4,677+80.2% | $3,986+111.5% | $6,711+25.6% |
| Admin fee / account holder | $111,846 | $8,661+1191.4% | $6,853+1532.1% | $11,407+880.5% |