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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 | $678,456 | $53,837+1160.2% | $75,714+796.1% | $85,847+690.3% |
| Participation rate | 0.0% | 69.1%-69.1pp | 74.8%-74.8pp | 69.3%-69.3pp |
| Annual return | 13.03% | 24.54%-11.5pp | 104.62%-91.6pp | 318.61%-305.6pp |
| Employer contribution / active EE | $11,037 | $2,017+447.1% | $2,744+302.3% | $2,565+330.2% |
| Participant deferral / active EE | $4,599 | $2,895+58.8% | $3,820+20.4% | $3,952+16.4% |
| Admin fee / account holder | $32,062 | $3,339+860.2% | $3,619+786.0% | $6,261+412.1% |