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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 | $1,161,604 | $110,410+952.1% | $102,437+1034.0% | $145,897+696.2% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 16.67% | 24.85%-8.2pp | 24.95%-8.3pp | 552.29%-535.6pp |
| Employer contribution / active EE | $1,130 | $4,217-73.2% | $3,871-70.8% | $4,663-75.8% |
| Participant deferral / active EE | $5,200 | $5,622-7.5% | $5,060+2.8% | $6,689-22.3% |
| Admin fee / account holder | $6,466 | $9,745-33.7% | $8,388-22.9% | $13,390-51.7% |