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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 | $491,165 | $183,592+167.5% | $155,567+215.7% | $145,959+236.5% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 12.96% | 61.24%-48.3pp | 64.74%-51.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $31,065 | $5,315+484.5% | $4,674+564.6% | $4,661+566.5% |
| Participant deferral / active EE | $18,144 | $6,464+180.7% | $5,628+222.4% | $6,689+171.3% |
| Admin fee / account holder | $8,362 | $19,318-56.7% | $15,916-47.5% | $13,398-37.6% |