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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 | $183,592+1036.6% | $155,567+1241.3% | $145,959+1329.6% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 28.19% | 61.24%-33.0pp | 64.74%-36.5pp | 561.95%-533.8pp |
| Employer contribution / active EE | $3,107 | $5,315-41.5% | $4,674-33.5% | $4,661-33.3% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $62,878 | $19,318+225.5% | $15,916+295.0% | $13,398+369.3% |