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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 | $3,277,350 | $211,224+1451.6% | $178,505+1736.0% | $145,897+2146.3% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 10.00% | 30.28%-20.3pp | 27.16%-17.2pp | 552.29%-542.3pp |
| Employer contribution / active EE | $11,499 | $4,577+151.2% | $3,955+190.7% | $4,663+146.6% |
| Participant deferral / active EE | $1,675 | $6,966-76.0% | $6,280-73.3% | $6,689-75.0% |
| Admin fee / account holder | $130,943 | $12,109+981.4% | $10,428+1155.7% | $13,390+877.9% |