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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 | $142,354+543.1% | $125,529+629.4% | $155,188+490.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 74.7%-74.7pp | 80.8%-80.8pp |
| Annual return | 19.24% | 306.06%-286.8pp | 202.56%-183.3pp | 148.84%-129.6pp |
| Employer contribution / active EE | $3,103 | $3,501-11.4% | $3,058+1.5% | $4,248-26.9% |
| Participant deferral / active EE | $5,494 | $5,491+0.1% | $4,813+14.2% | $6,531-15.9% |
| Admin fee / account holder | $24,469 | $19,392+26.2% | $16,298+50.1% | $14,480+69.0% |