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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 | $607,128 | $184,014+229.9% | $161,149+276.8% | $138,895+337.1% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.8%-78.8pp | 79.9%-79.9pp |
| Annual return | 16.93% | 21.52%-4.6pp | 21.16%-4.2pp | 145.39%-128.5pp |
| Employer contribution / active EE | $27,437 | $5,055+442.7% | $4,360+529.3% | $4,194+554.1% |
| Participant deferral / active EE | $27,282 | $6,909+294.9% | $6,153+343.4% | $6,396+326.5% |
| Admin fee / account holder | $72,542 | $18,027+302.4% | $15,194+377.4% | $12,562+477.5% |