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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 | $745,954 | $106,267+602.0% | $96,520+672.9% | $139,456+434.9% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 13.85% | 38.45%-24.6pp | 35.72%-21.9pp | 373.45%-359.6pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $10,434 | $5,454+91.3% | $4,879+113.9% | $6,711+55.5% |
| Admin fee / account holder | $125,458 | $7,882+1491.6% | $6,733+1763.3% | $11,407+999.8% |