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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 | $279,338 | $135,905+105.5% | $126,068+121.6% | $198,609+40.6% |
| Participation rate | 0.0% | 85.6%-85.6pp | 84.7%-84.7pp | 82.4%-82.4pp |
| Annual return | 8.32% | 14.07%-5.7pp | 15.01%-6.7pp | 202.70%-194.4pp |
| Employer contribution / active EE | $1,309 | $4,245-69.2% | $3,968-67.0% | $5,055-74.1% |
| Participant deferral / active EE | $19,347 | $8,523+127.0% | $8,214+135.5% | $6,977+177.3% |
| Admin fee / account holder | $652 | $21,036-96.9% | $18,264-96.4% | $19,030-96.6% |