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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 | $543,053 | $107,666+404.4% | $102,184+431.4% | $154,746+250.9% |
| Participation rate | 0.0% | 83.7%-83.7pp | 82.6%-82.6pp | 80.7%-80.7pp |
| Annual return | 16.04% | 29.33%-13.3pp | 31.58%-15.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $3,711 | $3,846-3.5% | $3,594+3.3% | $4,379-15.2% |
| Participant deferral / active EE | $6,397 | $8,719-26.6% | $8,309-23.0% | $6,730-4.9% |
| Admin fee / account holder | $80,401 | $12,943+521.2% | $11,609+592.6% | $14,365+459.7% |