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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 | $844,388 | $154,228+447.5% | $145,433+480.6% | $137,256+515.2% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 12.95% | 74.59%-61.6pp | 66.58%-53.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $4,428 | $4,804-7.8% | $4,554-2.8% | $4,156+6.5% |
| Participant deferral / active EE | $11,598 | $8,216+41.2% | $7,897+46.9% | $6,407+81.0% |
| Admin fee / account holder | $2,374 | $14,344-83.5% | $13,129-81.9% | $12,270-80.7% |