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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 | $209,336+23.1% | $197,124+30.7% | $137,256+87.7% |
| Participation rate | 0.0% | 87.3%-87.3pp | 86.7%-86.7pp | 80.0%-80.0pp |
| Annual return | 15.59% | 48.09%-32.5pp | 44.34%-28.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $12,344 | $6,591+87.3% | $6,227+98.2% | $4,156+197.0% |
| Participant deferral / active EE | $26,890 | $9,614+179.7% | $9,135+194.4% | $6,407+319.7% |
| Admin fee / account holder | $13,300 | $17,308-23.2% | $16,298-18.4% | $12,270+8.4% |