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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 | $88,815+1127.2% | $81,882+1231.1% | $145,897+647.0% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 13.26% | 1033.75%-1020.5pp | 779.47%-766.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $11,184 | $3,086+262.4% | $2,916+283.5% | $4,663+139.9% |
| Participant deferral / active EE | $6,428 | $4,647+38.3% | $4,323+48.7% | $6,689-3.9% |
| Admin fee / account holder | $5,050 | $8,434-40.1% | $7,360-31.4% | $13,390-62.3% |