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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 | $1,189,836 | $124,330+857.0% | $109,173+989.9% | $167,536+610.2% |
| Participation rate | 0.0% | 79.5%-79.5pp | 75.9%-75.9pp | 82.1%-82.1pp |
| Annual return | 14.50% | 26.04%-11.5pp | 25.75%-11.3pp | 478.82%-464.3pp |
| Employer contribution / active EE | $3,064 | $4,209-27.2% | $3,723-17.7% | $4,839-36.7% |
| Participant deferral / active EE | $5,200 | $5,256-1.1% | $4,654+11.7% | $6,342-18.0% |
| Admin fee / account holder | $12,943 | $7,974+62.3% | $6,755+91.6% | $12,315+5.1% |