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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 | $2,255,898 | $175,259+1187.2% | $149,723+1406.7% | $139,487+1517.3% |
| Participation rate | 14.3% | 83.4%-69.1pp | 78.8%-64.5pp | 80.3%-66.1pp |
| Annual return | 22.65% | 166.82%-144.2pp | 134.50%-111.9pp | 373.84%-351.2pp |
| Employer contribution / active EE | $6,214 | $5,478+13.4% | $4,821+28.9% | $4,755+30.7% |
| Participant deferral / active EE | $4,286 | $6,522-34.3% | $5,682-24.6% | $6,713-36.2% |
| Admin fee / account holder | $14,938 | $16,158-7.6% | $13,215+13.0% | $11,407+31.0% |