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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 | $2,143,051 | $176,838+1111.9% | $146,685+1361.0% | $167,518+1179.3% |
| Participation rate | 0.0% | 83.6%-83.6pp | 80.1%-80.1pp | 82.1%-82.1pp |
| Annual return | 21.84% | 24.04%-2.2pp | 22.75%-0.9pp | 478.71%-456.9pp |
| Employer contribution / active EE | $5,137 | $5,161-0.5% | $4,137+24.2% | $4,838+6.2% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $14,924 | $13,262+12.5% | $10,281+45.2% | $12,312+21.2% |