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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 | $3,136,397 | $160,070+1859.4% | $147,117+2031.9% | $145,897+2049.7% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 36.33% | 98.69%-62.4pp | 420.54%-384.2pp | 552.29%-516.0pp |
| Employer contribution / active EE | $92,000 | $5,285+1640.9% | $4,932+1765.2% | $4,663+1873.1% |
| Participant deferral / active EE | $61,000 | $8,419+624.5% | $8,065+656.4% | $6,689+811.9% |
| Admin fee / account holder | $58,025 | $15,035+285.9% | $12,993+346.6% | $13,390+333.3% |