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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 | $757,899 | $154,228+391.4% | $145,433+421.1% | $137,256+452.2% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 14.14% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,013 | $4,804-58.1% | $4,554-55.8% | $4,156-51.6% |
| Participant deferral / active EE | $4,845 | $8,216-41.0% | $7,897-38.6% | $6,407-24.4% |
| Admin fee / account holder | $84,860 | $14,344+491.6% | $13,129+546.4% | $12,270+591.6% |