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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 | $290,581 | $185,312+56.8% | $161,489+79.9% | $154,746+87.8% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.7%-78.7pp | 80.7%-80.7pp |
| Annual return | 12.34% | 103.84%-91.5pp | 89.72%-77.4pp | 172.34%-160.0pp |
| Employer contribution / active EE | $1,738 | $4,769-63.6% | $4,268-59.3% | $4,379-60.3% |
| Participant deferral / active EE | $7,033 | $6,350+10.8% | $5,630+24.9% | $6,730+4.5% |
| Admin fee / account holder | $6,741 | $18,654-63.9% | $16,006-57.9% | $14,365-53.1% |