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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 | $1,767,292 | $78,197+2160.1% | $98,090+1701.7% | $82,637+2038.6% |
| Participation rate | 0.0% | 77.5%-77.5pp | 81.5%-81.5pp | 68.1%-68.1pp |
| Annual return | 15.07% | 40.25%-25.2pp | 37.05%-22.0pp | 53.51%-38.4pp |
| Employer contribution / active EE | $4,245 | $2,605+63.0% | $3,606+17.7% | $2,552+66.3% |
| Participant deferral / active EE | $11,474 | $6,636+72.9% | $7,845+46.3% | $4,126+178.1% |
| Admin fee / account holder | $124,131 | $14,832+736.9% | $11,815+950.6% | $7,339+1591.4% |