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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 | $1,497,066 | $157,270+851.9% | $141,173+960.4% | $152,870+879.3% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.4%-42.4pp |
| Annual return | 19.92% | 64.33%-44.4pp | 71.40%-51.5pp | 345.34%-325.4pp |
| Employer contribution / active EE | $23,318 | $5,261+343.2% | $4,735+392.4% | $4,763+389.6% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,850-100.0% |
| Admin fee / account holder | $43,730 | $12,121+260.8% | $10,262+326.1% | $11,597+277.1% |