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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 | $3,183,418 | $127,298+2400.8% | $109,916+2796.2% | $167,553+1799.9% |
| Participation rate | 6.3% | 77.9%-71.6pp | 74.2%-68.0pp | 82.1%-75.9pp |
| Annual return | 16.49% | 22.97%-6.5pp | 29.46%-13.0pp | 478.89%-462.4pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $2,844-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $895 | $4,513-80.2% | $4,047-77.9% | $6,343-85.9% |
| Admin fee / account holder | $1,582 | $7,119-77.8% | $6,069-73.9% | $12,316-87.2% |