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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 | $409,763 | $160,040+156.0% | $147,096+178.6% | $145,877+180.9% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 17.86% | 98.49%-80.6pp | 419.75%-401.9pp | 551.28%-533.4pp |
| Employer contribution / active EE | $4,470 | $5,289-15.5% | $4,936-9.4% | $4,663-4.1% |
| Participant deferral / active EE | $5,040 | $8,429-40.2% | $8,071-37.6% | $6,691-24.7% |
| Admin fee / account holder | $57,972 | $15,050+285.2% | $13,005+345.8% | $13,402+332.6% |