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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 | $936,231 | $69,977+1237.9% | $108,582+762.2% | $62,881+1388.9% |
| Participation rate | 0.0% | 72.9%-72.9pp | 79.6%-79.6pp | 69.3%-69.3pp |
| Annual return | 36.08% | 10.73%+25.4pp | -51.70%+87.8pp | 20.14%+15.9pp |
| Employer contribution / active EE | $5,823 | $2,135+172.7% | $3,758+54.9% | $2,281+155.3% |
| Participant deferral / active EE | $4,101 | $3,165+29.6% | $4,311-4.9% | $3,203+28.1% |
| Admin fee / account holder | $3,286 | $5,076-35.3% | $7,645-57.0% | $4,296-23.5% |