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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 | $183,539+167.6% | $155,556+215.7% | $145,897+236.7% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 12.96% | 61.31%-48.3pp | 64.84%-51.9pp | 552.29%-539.3pp |
| Employer contribution / active EE | $31,065 | $5,315+484.4% | $4,675+564.4% | $4,663+566.2% |
| Participant deferral / active EE | $18,144 | $6,467+180.6% | $5,631+222.2% | $6,689+171.2% |
| Admin fee / account holder | $8,362 | $19,275-56.6% | $15,885-47.4% | $13,390-37.5% |