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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 | $2,287,037 | $148,629+1438.8% | $135,982+1581.9% | $139,487+1539.6% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 61.44% | 79.33%-17.9pp | 68.32%-6.9pp | 373.84%-312.4pp |
| Employer contribution / active EE | $87,000 | $5,247+1558.2% | $4,859+1690.5% | $4,755+1729.8% |
| Participant deferral / active EE | $60,000 | $8,102+640.5% | $7,760+673.2% | $6,713+793.8% |
| Admin fee / account holder | $34,095 | $12,406+174.8% | $10,767+216.6% | $11,407+198.9% |