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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 | $817,027 | $52,911+1444.1% | $73,309+1014.5% | $59,633+1270.1% |
| Participation rate | 0.0% | 68.2%-68.2pp | 74.9%-74.9pp | 68.7%-68.7pp |
| Annual return | -2.20% | 12.20%-14.4pp | 5.67%-7.9pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $10,936 | $1,909+473.0% | $3,237+237.8% | $2,203+396.5% |
| Participant deferral / active EE | $4,410 | $4,069+8.4% | $4,991-11.6% | $3,192+38.2% |
| Admin fee / account holder | $38,244 | $3,835+897.3% | $5,635+578.7% | $4,297+790.0% |