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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 | $633,275 | $154,228+310.6% | $145,433+335.4% | $137,256+361.4% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 12.89% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $52,693 | $4,804+996.9% | $4,554+1056.9% | $4,156+1167.9% |
| Participant deferral / active EE | $31,258 | $8,216+280.4% | $7,897+295.8% | $6,407+387.9% |
| Admin fee / account holder | $37,465 | $14,344+161.2% | $13,129+185.4% | $12,270+205.3% |