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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 | $7,132,844 | $86,050+8189.1% | $189,758+3658.9% | $94,015+7487.0% |
| Participation rate | 3.0% | 68.9%-65.9pp | 79.8%-76.8pp | 70.8%-67.8pp |
| Annual return | 11.20% | 17.77%-6.6pp | 52.62%-41.4pp | 17.84%-6.6pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $15,914 | $6,627+140.2% | $20,388-21.9% | $8,951+77.8% |