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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 | $1,747,493 | $86,949+1909.8% | $102,460+1605.5% | $80,959+2058.5% |
| Participation rate | 6.5% | 72.4%-65.9pp | 76.5%-70.1pp | 67.7%-61.2pp |
| Annual return | 16.37% | 18.89%-2.5pp | 29.47%-13.1pp | 35.67%-19.3pp |
| Employer contribution / active EE | $3,979 | $2,370+67.9% | $3,025+31.5% | $2,757+44.3% |
| Participant deferral / active EE | $9,803 | $4,121+137.9% | $5,056+93.9% | $4,300+128.0% |
| Admin fee / account holder | $32,088 | $8,048+298.7% | $9,460+239.2% | $6,925+363.3% |