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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 | $1,223,753 | $201,370+507.7% | $184,256+564.2% | $145,897+738.8% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 10.83% | 29.05%-18.2pp | 28.85%-18.0pp | 552.29%-541.5pp |
| Employer contribution / active EE | $11,340 | $7,024+61.5% | $6,427+76.4% | $4,663+143.2% |
| Participant deferral / active EE | $30,483 | $9,808+210.8% | $9,133+233.8% | $6,689+355.7% |
| Admin fee / account holder | $218,621 | $16,364+1236.0% | $13,899+1472.9% | $13,390+1532.7% |