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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 | $289,211+106.1% | $260,467+128.8% | $198,609+200.1% |
| Participation rate | 0.0% | 83.1%-83.1pp | 80.5%-80.5pp | 82.4%-82.4pp |
| Annual return | 12.56% | 112.90%-100.3pp | 100.60%-88.0pp | 202.70%-190.1pp |
| Employer contribution / active EE | $8,955 | $4,663+92.0% | $4,239+111.3% | $5,055+77.1% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,752 | $16,236-83.1% | $15,461-82.2% | $19,030-85.5% |