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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 | $261,039 | $181,062+44.2% | $158,223+65.0% | $155,188+68.2% |
| Participation rate | 0.0% | 82.7%-82.7pp | 79.2%-79.2pp | 80.8%-80.8pp |
| Annual return | 10.58% | 57.39%-46.8pp | 52.09%-41.5pp | 148.84%-138.3pp |
| Employer contribution / active EE | $25,175 | $4,565+451.5% | $4,109+512.7% | $4,248+492.7% |
| Participant deferral / active EE | $16,230 | $6,134+164.6% | $5,467+196.9% | $6,531+148.5% |
| Admin fee / account holder | $5,666 | $18,825-69.9% | $16,047-64.7% | $14,480-60.9% |