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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 | $559,901 | $111,535+402.0% | $105,223+432.1% | $137,256+307.9% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 80.0%-80.0pp |
| Annual return | 15.42% | 237.85%-222.4pp | 180.65%-165.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $7,638 | $3,939+93.9% | $3,689+107.1% | $4,156+83.8% |
| Participant deferral / active EE | $26,928 | $5,500+389.6% | $5,072+430.9% | $6,407+320.3% |
| Admin fee / account holder | $17,367 | $9,721+78.7% | $8,859+96.0% | $12,270+41.5% |