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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 | $595,936 | $208,088+186.4% | $186,193+220.1% | $154,746+285.1% |
| Participation rate | 0.0% | 80.0%-80.0pp | 77.1%-77.1pp | 80.7%-80.7pp |
| Annual return | 12.56% | 89.97%-77.4pp | 78.03%-65.5pp | 172.34%-159.8pp |
| Employer contribution / active EE | $8,955 | $4,340+106.3% | $3,918+128.5% | $4,379+104.5% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,752 | $11,698-76.5% | $11,058-75.1% | $14,365-80.8% |