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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 | $123,155+1386.7% | $108,753+1583.6% | $155,188+1079.8% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 18.05% | 44.73%-26.7pp | 37.47%-19.4pp | 148.84%-130.8pp |
| Employer contribution / active EE | $3,919 | $2,811+39.4% | $2,427+61.5% | $4,248-7.7% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $328 | $12,126-97.3% | $10,320-96.8% | $14,480-97.7% |