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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 | $2,617,823 | $183,592+1325.9% | $155,574+1582.7% | $145,877+1694.5% |
| Participation rate | 14.3% | 82.7%-68.4pp | 78.2%-63.9pp | 80.3%-66.0pp |
| Annual return | 12.65% | 61.37%-48.7pp | 64.87%-52.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $6,571 | $5,317+23.6% | $4,676+40.5% | $4,663+40.9% |
| Participant deferral / active EE | $4,357 | $6,466-32.6% | $5,629-22.6% | $6,691-34.9% |
| Admin fee / account holder | $17,899 | $19,316-7.3% | $15,914+12.5% | $13,402+33.6% |