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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 | $88,815+1597.1% | $81,882+1740.8% | $145,897+933.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 17.46% | 1033.75%-1016.3pp | 779.47%-762.0pp | 552.29%-534.8pp |
| Employer contribution / active EE | $6,000 | $3,086+94.4% | $2,916+105.8% | $4,663+28.7% |
| Participant deferral / active EE | $11,000 | $4,647+136.7% | $4,323+154.4% | $6,689+64.4% |
| Admin fee / account holder | $17,267 | $8,434+104.7% | $7,360+134.6% | $13,390+29.0% |