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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 | $1,597,170 | $78,690+1929.7% | $161,489+889.0% | $87,485+1725.7% |
| Participation rate | 2.9% | 67.5%-64.6pp | 78.7%-75.8pp | 68.9%-66.1pp |
| Annual return | 14.93% | 32.74%-17.8pp | 89.72%-74.8pp | 26.06%-11.1pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $24,381 | $6,724+262.6% | $16,006+52.3% | $7,775+213.6% |