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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 | $160,070+156.0% | $147,117+178.5% | $145,897+180.9% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 17.86% | 98.69%-80.8pp | 420.54%-402.7pp | 552.29%-534.4pp |
| Employer contribution / active EE | $4,470 | $5,285-15.4% | $4,932-9.4% | $4,663-4.1% |
| Participant deferral / active EE | $5,040 | $8,419-40.1% | $8,065-37.5% | $6,689-24.7% |
| Admin fee / account holder | $57,972 | $15,035+285.6% | $12,993+346.2% | $13,390+332.9% |