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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 | $2,042,500 | $71,872+2741.9% | $86,691+2256.1% | $68,495+2882.0% |
| Participation rate | 2.8% | 72.2%-69.5pp | 76.6%-73.8pp | 67.9%-65.1pp |
| Annual return | 104.75% | 3.53%+101.2pp | 35.94%+68.8pp | -7.84%+112.6pp |
| Employer contribution / active EE | $14,653 | $2,173+574.3% | $2,837+416.5% | $2,596+464.4% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $49,140 | $6,112+704.0% | $7,492+555.9% | $5,403+809.4% |