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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 | $269,955 | $155,555+73.5% | $146,866+83.8% | $155,188+74.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.5%-82.5pp | 80.8%-80.8pp |
| Annual return | 14.87% | 115.41%-100.5pp | 102.85%-88.0pp | 148.84%-134.0pp |
| Employer contribution / active EE | $1,780 | $4,647-61.7% | $4,425-59.8% | $4,248-58.1% |
| Participant deferral / active EE | $4,281 | $8,044-46.8% | $7,759-44.8% | $6,531-34.5% |
| Admin fee / account holder | $18,242 | $14,755+23.6% | $13,620+33.9% | $14,480+26.0% |