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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 | $1,863,942 | $160,070+1064.5% | $147,117+1167.0% | $145,897+1177.6% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 13.29% | 98.69%-85.4pp | 420.54%-407.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $3,722 | $5,285-29.6% | $4,932-24.5% | $4,663-20.2% |
| Participant deferral / active EE | $9,091 | $8,419+8.0% | $8,065+12.7% | $6,689+35.9% |
| Admin fee / account holder | $7,128 | $15,035-52.6% | $12,993-45.1% | $13,390-46.8% |