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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 | $3,556,963 | $212,386+1574.8% | $199,883+1679.5% | $138,895+2460.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 45.76% | 47.75%-2.0pp | 43.81%+1.9pp | 145.39%-99.6pp |
| Employer contribution / active EE | $5,170 | $6,625-22.0% | $6,261-17.4% | $4,194+23.3% |
| Participant deferral / active EE | $12,915 | $9,617+34.3% | $9,138+41.3% | $6,396+101.9% |
| Admin fee / account holder | $1,328 | $18,233-92.7% | $17,268-92.3% | $12,562-89.4% |