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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 | $1,000,038 | $110,039+808.8% | $97,260+928.2% | $145,884+585.5% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 14.02% | 244.44%-230.4pp | 75.54%-61.5pp | 551.85%-537.8pp |
| Employer contribution / active EE | $2,023 | $3,074-34.2% | $2,721-25.7% | $4,662-56.6% |
| Participant deferral / active EE | $13,740 | $4,674+194.0% | $4,262+222.4% | $6,690+105.4% |
| Admin fee / account holder | $33,322 | $6,204+437.1% | $5,640+490.8% | $13,392+148.8% |