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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 | $1,507,247 | $88,754+1598.2% | $81,820+1742.2% | $145,877+933.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 17.46% | 1031.77%-1014.3pp | 777.93%-760.5pp | 551.28%-533.8pp |
| Employer contribution / active EE | $6,000 | $3,085+94.5% | $2,915+105.8% | $4,663+28.7% |
| Participant deferral / active EE | $11,000 | $4,648+136.7% | $4,323+154.5% | $6,691+64.4% |
| Admin fee / account holder | $17,267 | $8,424+105.0% | $7,391+133.6% | $13,402+28.8% |