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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 | $782,753 | $77,638+908.2% | $156,551+400.0% | $62,881+1144.8% |
| Participation rate | 3.7% | 71.2%-67.5pp | 84.0%-80.3pp | 69.3%-65.6pp |
| Annual return | 8.35% | 50.33%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,097 | $3,444-68.2% | $5,501-80.1% | $2,281-51.9% |
| Participant deferral / active EE | $2,354 | $3,046-22.7% | $4,871-51.7% | $3,203-26.5% |
| Admin fee / account holder | $38,163 | $5,561+586.2% | $13,028+192.9% | $4,296+788.4% |