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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 | $177,595+415.5% | $148,496+516.5% | $198,609+361.0% |
| Participation rate | 0.0% | 79.3%-79.3pp | 76.0%-76.0pp | 82.4%-82.4pp |
| Annual return | 19.24% | 9.97%+9.3pp | 12.33%+6.9pp | 202.70%-183.5pp |
| Employer contribution / active EE | $3,103 | $4,098-24.3% | $3,497-11.3% | $5,055-38.6% |
| Participant deferral / active EE | $5,494 | $5,539-0.8% | $4,808+14.3% | $6,977-21.2% |
| Admin fee / account holder | $24,469 | $27,010-9.4% | $19,547+25.2% | $19,030+28.6% |