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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 | $134,817+866.6% | $123,973+951.1% | $155,188+739.7% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.7%-76.7pp | 80.8%-80.8pp |
| Annual return | 11.91% | 515.49%-503.6pp | 388.13%-376.2pp | 148.84%-136.9pp |
| Employer contribution / active EE | $1,045 | $4,425-76.4% | $4,126-74.7% | $4,248-75.4% |
| Participant deferral / active EE | $5,200 | $5,706-8.9% | $5,247-0.9% | $6,531-20.4% |
| Admin fee / account holder | $7,371 | $13,245-44.4% | $11,799-37.5% | $14,480-49.1% |