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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 | $257,641 | $212,386+21.3% | $199,883+28.9% | $138,895+85.5% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.8%-86.8pp | 79.9%-79.9pp |
| Annual return | 15.59% | 47.75%-32.2pp | 43.81%-28.2pp | 145.39%-129.8pp |
| Employer contribution / active EE | $12,344 | $6,625+86.3% | $6,261+97.1% | $4,194+194.3% |
| Participant deferral / active EE | $26,890 | $9,617+179.6% | $9,138+194.3% | $6,396+320.4% |
| Admin fee / account holder | $13,300 | $18,233-27.1% | $17,268-23.0% | $12,562+5.9% |