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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 | $1,303,109 | $111,535+1068.3% | $105,223+1138.4% | $137,256+849.4% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 80.0%-80.0pp |
| Annual return | 11.91% | 237.85%-225.9pp | 180.65%-168.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,045 | $3,939-73.5% | $3,689-71.7% | $4,156-74.9% |
| Participant deferral / active EE | $5,200 | $5,500-5.5% | $5,072+2.5% | $6,407-18.8% |
| Admin fee / account holder | $7,371 | $9,721-24.2% | $8,859-16.8% | $12,270-39.9% |