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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 | $1,597,170 | $75,541+2014.3% | $152,093+950.1% | $82,637+1832.7% |
| Participation rate | 2.9% | 66.5%-63.7pp | 77.8%-74.9pp | 68.1%-65.2pp |
| Annual return | 14.93% | 32.56%-17.6pp | 66.36%-51.4pp | 53.51%-38.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $24,381 | $6,405+280.7% | $14,497+68.2% | $7,339+232.2% |