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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 | $521,620 | $156,398+233.5% | $147,318+254.1% | $138,895+275.5% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 79.9%-79.9pp |
| Annual return | 13.70% | 78.75%-65.0pp | 70.43%-56.7pp | 145.39%-131.7pp |
| Employer contribution / active EE | $2,469 | $4,853-49.1% | $4,593-46.2% | $4,194-41.1% |
| Participant deferral / active EE | $24,125 | $8,237+192.9% | $7,906+205.1% | $6,396+277.2% |
| Admin fee / account holder | $21,474 | $14,976+43.4% | $13,708+56.7% | $12,562+70.9% |