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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 | $2,070,284 | $160,028+1193.7% | $147,080+1307.6% | $145,884+1319.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.82% | 98.60%-86.8pp | 420.17%-408.3pp | 551.85%-540.0pp |
| Employer contribution / active EE | $29,233 | $5,286+453.1% | $4,933+492.6% | $4,662+527.0% |
| Participant deferral / active EE | $20,000 | $8,422+137.5% | $8,066+147.9% | $6,690+199.0% |
| Admin fee / account holder | $80,331 | $15,030+434.5% | $12,989+518.5% | $13,392+499.9% |