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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 | $522,272 | $110,379+373.2% | $102,412+410.0% | $145,884+258.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 10.57% | 24.84%-14.3pp | 24.94%-14.4pp | 551.85%-541.3pp |
| Employer contribution / active EE | $3,449 | $4,216-18.2% | $3,870-10.9% | $4,662-26.0% |
| Participant deferral / active EE | $27,000 | $5,622+380.3% | $5,060+433.6% | $6,690+303.6% |
| Admin fee / account holder | $58,519 | $9,745+500.5% | $8,388+597.7% | $13,392+337.0% |