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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 | $498,905 | $184,014+171.1% | $161,149+209.6% | $138,895+259.2% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.8%-78.8pp | 79.9%-79.9pp |
| Annual return | 13.27% | 21.52%-8.3pp | 21.16%-7.9pp | 145.39%-132.1pp |
| Employer contribution / active EE | $7,021 | $5,055+38.9% | $4,360+61.0% | $4,194+67.4% |
| Participant deferral / active EE | $16,381 | $6,909+137.1% | $6,153+166.2% | $6,396+156.1% |
| Admin fee / account holder | $17,459 | $18,027-3.2% | $15,194+14.9% | $12,562+39.0% |