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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 | $1,337,478 | $55,930+2291.3% | $76,089+1657.8% | $80,925+1552.7% |
| Participation rate | 0.0% | 62.1%-62.1pp | 69.1%-69.1pp | 67.7%-67.7pp |
| Annual return | 24.24% | 20.58%+3.7pp | 360.94%-336.7pp | 35.65%-11.4pp |
| Employer contribution / active EE | $1,046 | $1,866-43.9% | $2,690-61.1% | $2,756-62.0% |
| Participant deferral / active EE | $4,213 | $3,051+38.1% | $4,259-1.1% | $4,299-2.0% |
| Admin fee / account holder | $181,364 | $5,241+3360.8% | $6,418+2725.9% | $6,940+2513.3% |