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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 | $1,266,574 | $180,459+601.9% | $154,108+721.9% | $135,380+835.6% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | 8.57% | 888.21%-879.6pp | 735.21%-726.6pp | 519.81%-511.2pp |
| Employer contribution / active EE | $10,082 | $6,035+67.0% | $5,298+90.3% | $4,779+111.0% |
| Participant deferral / active EE | $5,261 | $5,806-9.4% | $5,081+3.6% | $5,609-6.2% |
| Admin fee / account holder | $6,719 | $16,145-58.4% | $13,411-49.9% | $10,828-38.0% |