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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 | $3,112,987 | $118,488+2527.3% | $98,462+3061.6% | $139,487+2131.7% |
| Participation rate | 6.3% | 77.5%-71.2pp | 75.2%-68.9pp | 80.3%-74.1pp |
| Annual return | 17.34% | 18.96%-1.6pp | 21.17%-3.8pp | 373.84%-356.5pp |
| Employer contribution / active EE | $1,970 | $3,611-45.4% | $3,049-35.4% | $4,755-58.6% |
| Participant deferral / active EE | $3,490 | $5,393-35.3% | $4,738-26.3% | $6,713-48.0% |
| Admin fee / account holder | $159,781 | $13,868+1052.1% | $8,875+1700.4% | $11,407+1300.7% |