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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 | $914,150 | $110,039+730.8% | $97,260+839.9% | $145,884+526.6% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 15.20% | 244.44%-229.2pp | 75.54%-60.3pp | 551.85%-536.7pp |
| Employer contribution / active EE | $7,229 | $3,074+135.1% | $2,721+165.6% | $4,662+55.0% |
| Participant deferral / active EE | $11,060 | $4,674+136.6% | $4,262+159.5% | $6,690+65.3% |
| Admin fee / account holder | $5,918 | $6,204-4.6% | $5,640+4.9% | $13,392-55.8% |