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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 | $1,748,679 | $114,013+1433.8% | $103,693+1586.4% | $155,188+1026.8% |
| Participation rate | 11.1% | 75.2%-64.1pp | 72.6%-61.5pp | 80.8%-69.7pp |
| Annual return | 99.72% | 49.31%+50.4pp | 47.61%+52.1pp | 148.84%-49.1pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,077 | $8,407-51.5% | $7,858-48.1% | $14,480-71.8% |