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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 | $1,760,594 | $148,582+1084.9% | $135,942+1195.1% | $139,456+1162.5% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 19.19% | 79.26%-60.1pp | 68.28%-49.1pp | 373.45%-354.3pp |
| Employer contribution / active EE | $10,315 | $5,245+96.7% | $4,858+112.3% | $4,753+117.0% |
| Participant deferral / active EE | $12,962 | $8,101+60.0% | $7,759+67.1% | $6,711+93.1% |
| Admin fee / account holder | $165,834 | $12,402+1237.1% | $10,764+1440.6% | $11,407+1353.8% |