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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 | $162,136+817.6% | $152,301+876.8% | $154,746+861.4% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 30.96% | 91.02%-60.1pp | 80.50%-49.5pp | 172.34%-141.4pp |
| Employer contribution / active EE | $73,368 | $4,890+1400.3% | $4,624+1486.5% | $4,379+1575.4% |
| Participant deferral / active EE | $33,054 | $8,341+296.3% | $8,004+313.0% | $6,730+391.1% |
| Admin fee / account holder | $529,099 | $15,759+3257.4% | $14,398+3574.9% | $14,365+3583.2% |