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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 | $1,898,215 | $72,426+2520.9% | $67,560+2709.7% | $145,897+1201.1% |
| Participation rate | 7.1% | 76.9%-69.8pp | 72.9%-65.8pp | 80.3%-73.2pp |
| Annual return | 11.44% | 7226.78%-7215.3pp | 3533.50%-3522.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $918 | $5,514-83.4% | $3,994-77.0% | $13,390-93.1% |