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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 | $3,790,559 | $102,663+3592.2% | $86,216+4296.6% | $139,466+2617.9% |
| Participation rate | 9.1% | 74.5%-65.4pp | 69.0%-59.9pp | 80.3%-71.2pp |
| Annual return | 19.92% | 1924.52%-1904.6pp | 1169.42%-1149.5pp | 373.66%-353.7pp |
| Employer contribution / active EE | $13,096 | $3,035+331.5% | $2,382+449.9% | $4,754+175.5% |
| Participant deferral / active EE | $8,430 | $4,677+80.2% | $3,986+111.5% | $6,712+25.6% |
| Admin fee / account holder | $111,846 | $8,663+1191.1% | $6,853+1532.0% | $11,409+880.4% |