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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 | $915,545 | $139,948+554.2% | $121,663+652.5% | $154,746+491.6% |
| Participation rate | 0.0% | 78.0%-78.0pp | 74.5%-74.5pp | 80.7%-80.7pp |
| Annual return | 19.24% | 230.52%-211.3pp | 147.54%-128.3pp | 172.34%-153.1pp |
| Employer contribution / active EE | $3,103 | $3,521-11.9% | $3,020+2.8% | $4,379-29.1% |
| Participant deferral / active EE | $5,494 | $5,629-2.4% | $4,887+12.4% | $6,730-18.4% |
| Admin fee / account holder | $24,469 | $17,321+41.3% | $14,289+71.2% | $14,365+70.3% |