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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 | $974,904 | $88,778+998.1% | $81,844+1091.2% | $145,884+568.3% |
| Participation rate | 10.5% | 75.1%-64.5pp | 72.4%-61.9pp | 80.3%-69.8pp |
| Annual return | 18.83% | 1033.03%-1014.2pp | 778.87%-760.0pp | 551.85%-533.0pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $726 | $8,430-91.4% | $7,355-90.1% | $13,392-94.6% |