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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 | $252,546 | $183,592+37.6% | $155,574+62.3% | $145,877+73.1% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 8.87% | 61.37%-52.5pp | 64.87%-56.0pp | 551.28%-542.4pp |
| Employer contribution / active EE | $8,025 | $5,317+50.9% | $4,676+71.6% | $4,663+72.1% |
| Participant deferral / active EE | $6,839 | $6,466+5.8% | $5,629+21.5% | $6,691+2.2% |
| Admin fee / account holder | $49,720 | $19,316+157.4% | $15,914+212.4% | $13,402+271.0% |