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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 | $762,121 | $198,457+284.0% | $170,435+347.2% | $147,586+416.4% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 24.73% | 257.30%-232.6pp | 205.94%-181.2pp | 578.59%-553.9pp |
| Employer contribution / active EE | $3,083 | $6,183-50.1% | $5,432-43.3% | $4,876-36.8% |
| Participant deferral / active EE | $5,193 | $5,629-7.7% | $4,939+5.1% | $5,439-4.5% |
| Admin fee / account holder | $545 | $16,852-96.8% | $13,881-96.1% | $10,886-95.0% |