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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 | $868,217 | $197,819+338.9% | $155,789+457.3% | $125,388+592.4% |
| Participation rate | 20.0% | 82.1%-62.1pp | 76.1%-56.1pp | 83.2%-63.2pp |
| Annual return | 0.05% | 86.73%-86.7pp | 71.54%-71.5pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,429 | $4,850-49.9% | $3,839-36.7% | $4,866-50.1% |
| Participant deferral / active EE | $5,506 | $5,631-2.2% | $4,798+14.8% | $5,352+2.9% |
| Admin fee / account holder | $165,247 | $9,544+1631.5% | $7,477+2110.0% | $9,541+1632.0% |