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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 | $2,800,091 | $117,444+2284.2% | $99,479+2714.8% | $152,909+1731.2% |
| Participation rate | 6.7% | 77.5%-70.9pp | 73.8%-67.2pp | 82.5%-75.8pp |
| Annual return | 12.66% | 31.87%-19.2pp | 30.72%-18.1pp | 345.46%-332.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,169 | $4,086-71.4% | $3,619-67.7% | $5,851-80.0% |
| Admin fee / account holder | $858 | $7,635-88.8% | $6,253-86.3% | $11,601-92.6% |