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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 | $3,115,886 | $105,145+2863.4% | $94,664+3191.5% | $139,466+2134.2% |
| Participation rate | 40.0% | 82.4%-42.4pp | 80.8%-40.8pp | 80.3%-40.3pp |
| Annual return | 22.95% | 38.09%-15.1pp | 156.84%-133.9pp | 373.66%-350.7pp |
| Employer contribution / active EE | $2,817 | $4,107-31.4% | $3,673-23.3% | $4,754-40.8% |
| Participant deferral / active EE | $9,074 | $7,599+19.4% | $7,417+22.3% | $6,712+35.2% |
| Admin fee / account holder | $80,107 | $8,972+792.9% | $7,222+1009.3% | $11,409+602.2% |