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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 | $1,089,916 | $88,710+1128.6% | $81,783+1232.7% | $145,959+646.7% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 13.26% | 1027.26%-1014.0pp | 775.05%-761.8pp | 561.95%-548.7pp |
| Employer contribution / active EE | $11,184 | $3,083+262.7% | $2,913+284.0% | $4,661+139.9% |
| Participant deferral / active EE | $6,428 | $4,645+38.4% | $4,320+48.8% | $6,689-3.9% |
| Admin fee / account holder | $5,050 | $8,407-39.9% | $7,380-31.6% | $13,398-62.3% |