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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 | $786,971 | $39,036+1916.0% | $80,784+874.2% | $85,851+816.7% |
| Participation rate | 3.1% | 41.6%-38.4pp | 54.2%-51.0pp | 69.3%-66.2pp |
| Annual return | 16.58% | 26.31%-9.7pp | 87.31%-70.7pp | 318.63%-302.1pp |
| Employer contribution / active EE | $138 | $722-80.9% | $1,160-88.1% | $2,565-94.6% |
| Participant deferral / active EE | $517 | $1,326-61.0% | $2,145-75.9% | $3,952-86.9% |
| Admin fee / account holder | $427,463 | $2,429+17500.3% | $3,380+12546.4% | $6,261+6727.5% |