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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 | $1,213,959 | $197,637+514.2% | $177,848+582.6% | $158,982+663.6% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 11.91% | 58.77%-46.9pp | 48.33%-36.4pp | 302.99%-291.1pp |
| Employer contribution / active EE | $2,400 | $6,698-64.2% | $5,919-59.5% | $4,763-49.6% |
| Participant deferral / active EE | $12,728 | $8,405+51.4% | $7,714+65.0% | $5,983+112.7% |
| Admin fee / account holder | $125,725 | $15,406+716.1% | $12,431+911.4% | $11,252+1017.4% |