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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 | $1,905,513 | $175,259+987.3% | $149,723+1172.7% | $139,487+1266.1% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 18.08% | 166.82%-148.7pp | 134.50%-116.4pp | 373.84%-355.8pp |
| Employer contribution / active EE | $66,692 | $5,478+1117.4% | $4,821+1283.3% | $4,755+1302.7% |
| Participant deferral / active EE | $25,402 | $6,522+289.5% | $5,682+347.0% | $6,713+278.4% |
| Admin fee / account holder | $3,310 | $16,158-79.5% | $13,215-75.0% | $11,407-71.0% |