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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 | $1,898,837 | $172,111+1003.3% | $150,298+1163.4% | $137,256+1283.4% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 17.19% | 69.37%-52.2pp | 62.79%-45.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,803 | $4,636-39.5% | $4,154-32.5% | $4,156-32.6% |
| Participant deferral / active EE | $8,366 | $6,166+35.7% | $5,453+53.4% | $6,407+30.6% |
| Admin fee / account holder | $51,752 | $16,471+214.2% | $14,116+266.6% | $12,270+321.8% |