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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 | $185,312+40.9% | $161,489+61.6% | $154,746+68.7% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.7%-78.7pp | 80.7%-80.7pp |
| Annual return | 10.58% | 103.84%-93.3pp | 89.72%-79.1pp | 172.34%-161.8pp |
| Employer contribution / active EE | $25,175 | $4,769+427.9% | $4,268+489.8% | $4,379+474.9% |
| Participant deferral / active EE | $16,230 | $6,350+155.6% | $5,630+188.3% | $6,730+141.1% |
| Admin fee / account holder | $5,666 | $18,654-69.6% | $16,006-64.6% | $14,365-60.6% |