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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 | $2,331,205 | $148,623+1468.5% | $135,974+1614.5% | $139,466+1571.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 21.86% | 79.30%-57.4pp | 68.30%-46.4pp | 373.66%-351.8pp |
| Employer contribution / active EE | $3,333 | $5,246-36.5% | $4,859-31.4% | $4,754-29.9% |
| Participant deferral / active EE | $4,000 | $8,103-50.6% | $7,760-48.5% | $6,712-40.4% |
| Admin fee / account holder | $81,932 | $12,406+560.4% | $10,767+661.0% | $11,409+618.2% |