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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 | $306,331 | $183,592+66.9% | $155,574+96.9% | $145,877+110.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 10.31% | 61.37%-51.1pp | 64.87%-54.6pp | 551.28%-541.0pp |
| Employer contribution / active EE | $1,612 | $5,317-69.7% | $4,676-65.5% | $4,663-65.4% |
| Participant deferral / active EE | $11,500 | $6,466+77.9% | $5,629+104.3% | $6,691+71.9% |
| Admin fee / account holder | $3,211 | $19,316-83.4% | $15,914-79.8% | $13,402-76.0% |