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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 | $364,037 | $156,616+132.4% | $133,346+173.0% | $198,609+83.3% |
| Participation rate | 0.0% | 77.7%-77.7pp | 72.8%-72.8pp | 82.4%-82.4pp |
| Annual return | 14.50% | 44.25%-29.7pp | 36.85%-22.3pp | 202.70%-188.2pp |
| Employer contribution / active EE | $7,120 | $3,368+111.4% | $2,853+149.5% | $5,055+40.8% |
| Participant deferral / active EE | $31,589 | $4,920+542.1% | $4,332+629.2% | $6,977+352.8% |
| Admin fee / account holder | $6,092 | $17,468-65.1% | $14,264-57.3% | $19,030-68.0% |