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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 | $560,360 | $185,312+202.4% | $161,489+247.0% | $154,746+262.1% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.7%-78.7pp | 80.7%-80.7pp |
| Annual return | 13.19% | 103.84%-90.7pp | 89.72%-76.5pp | 172.34%-159.2pp |
| Employer contribution / active EE | $2,003 | $4,769-58.0% | $4,268-53.1% | $4,379-54.3% |
| Participant deferral / active EE | $3,724 | $6,350-41.4% | $5,630-33.9% | $6,730-44.7% |
| Admin fee / account holder | $2,289 | $18,654-87.7% | $16,006-85.7% | $14,365-84.1% |