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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 | $227,291+13.4% | $214,702+20.0% | $155,188+66.0% |
| Participation rate | 0.0% | 88.0%-88.0pp | 87.5%-87.5pp | 80.8%-80.8pp |
| Annual return | 15.59% | 60.08%-44.5pp | 54.55%-39.0pp | 148.84%-133.2pp |
| Employer contribution / active EE | $12,344 | $6,772+82.3% | $6,461+91.1% | $4,248+190.6% |
| Participant deferral / active EE | $26,890 | $9,582+180.6% | $9,147+194.0% | $6,531+311.7% |
| Admin fee / account holder | $13,300 | $20,413-34.8% | $19,830-32.9% | $14,480-8.1% |