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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 | $648,787 | $156,398+314.8% | $147,318+340.4% | $138,895+367.1% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 79.9%-79.9pp |
| Annual return | 16.66% | 78.75%-62.1pp | 70.43%-53.8pp | 145.39%-128.7pp |
| Employer contribution / active EE | $6,833 | $4,853+40.8% | $4,593+48.8% | $4,194+62.9% |
| Participant deferral / active EE | $30,250 | $8,237+267.2% | $7,906+282.6% | $6,396+372.9% |
| Admin fee / account holder | $4,705 | $14,976-68.6% | $13,708-65.7% | $12,562-62.6% |