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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 | $1,830,930 | $112,729+1524.2% | $98,716+1754.7% | $137,256+1234.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 18.05% | 38.48%-20.4pp | 31.81%-13.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,919 | $2,725+43.8% | $2,279+72.0% | $4,156-5.7% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $328 | $10,129-96.8% | $8,703-96.2% | $12,270-97.3% |