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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 | $380,665 | $98,766+285.4% | $149,730+154.2% | $79,852+376.7% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.5%-82.5pp | 69.6%-69.6pp |
| Annual return | 17.52% | 27.43%-9.9pp | 276.70%-259.2pp | 31.72%-14.2pp |
| Employer contribution / active EE | $2,191 | $3,217-31.9% | $4,645-52.8% | $2,471-11.3% |
| Participant deferral / active EE | $4,841 | $5,681-14.8% | $6,843-29.2% | $3,740+29.4% |
| Admin fee / account holder | $10,384 | $6,052+71.6% | $9,310+11.5% | $5,306+95.7% |