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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 | $2,086,665 | $183,539+1036.9% | $155,556+1241.4% | $145,897+1330.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 28.19% | 61.31%-33.1pp | 64.84%-36.6pp | 552.29%-524.1pp |
| Employer contribution / active EE | $3,107 | $5,315-41.5% | $4,675-33.6% | $4,663-33.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $62,878 | $19,275+226.2% | $15,885+295.8% | $13,390+369.6% |