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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 | $639,450 | $114,119+460.3% | $107,187+496.6% | $138,895+360.4% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 79.9%-79.9pp |
| Annual return | 11.86% | 273.21%-261.3pp | 204.55%-192.7pp | 145.39%-133.5pp |
| Employer contribution / active EE | $21,084 | $4,059+419.5% | $3,782+457.5% | $4,194+402.7% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,133 | $10,024-68.7% | $9,162-65.8% | $12,562-75.1% |