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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 | $1,487,698 | $154,228+864.6% | $145,433+922.9% | $137,256+983.9% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 30.96% | 74.59%-43.6pp | 66.58%-35.6pp | 220.34%-189.4pp |
| Employer contribution / active EE | $73,368 | $4,804+1427.2% | $4,554+1510.9% | $4,156+1665.3% |
| Participant deferral / active EE | $33,054 | $8,216+302.3% | $7,897+318.5% | $6,407+415.9% |
| Admin fee / account holder | $529,099 | $14,344+3588.8% | $13,129+3930.0% | $12,270+4212.1% |