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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 | $1,757,392 | $109,905+1499.0% | $98,506+1684.0% | $167,553+948.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 24.81% | 1960.20%-1935.4pp | 1494.92%-1470.1pp | 478.89%-454.1pp |
| Employer contribution / active EE | $3,063 | $3,226-5.1% | $2,961+3.4% | $4,840-36.7% |
| Participant deferral / active EE | $12,544 | $4,674+168.4% | $4,277+193.3% | $6,343+97.8% |
| Admin fee / account holder | $64,506 | $6,760+854.2% | $5,955+983.3% | $12,316+423.7% |