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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 | $418,871 | $160,070+161.7% | $147,117+184.7% | $145,897+187.1% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 11.15% | 98.69%-87.5pp | 420.54%-409.4pp | 552.29%-541.1pp |
| Employer contribution / active EE | $5,286 | $5,2850% | $4,932+7.2% | $4,663+13.4% |
| Participant deferral / active EE | $18,313 | $8,419+117.5% | $8,065+127.1% | $6,689+173.8% |
| Admin fee / account holder | $3,034 | $15,035-79.8% | $12,993-76.7% | $13,390-77.3% |