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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 | $3,955,453 | $80,781+4796.5% | $102,437+3761.3% | $74,478+5210.9% |
| Participation rate | 0.0% | 65.7%-65.7pp | 74.5%-74.5pp | 67.2%-67.2pp |
| Annual return | 29.77% | 27.58%+2.2pp | 24.95%+4.8pp | 1370.56%-1340.8pp |
| Employer contribution / active EE | $1,970 | $3,160-37.7% | $3,871-49.1% | $2,626-25.0% |
| Participant deferral / active EE | $3,246 | $3,862-15.9% | $5,060-35.8% | $4,350-25.4% |
| Admin fee / account holder | $43,835 | $2,372+1747.9% | $8,388+422.6% | $1,946+2152.8% |