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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 | $3,748,645 | $209,428+1689.9% | $178,498+2000.1% | $158,950+2258.4% |
| Participation rate | 0.0% | 86.4%-86.4pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | 11.26% | 188.78%-177.5pp | 151.09%-139.8pp | 302.91%-291.7pp |
| Employer contribution / active EE | $8,854 | $5,707+55.1% | $5,011+76.7% | $4,762+85.9% |
| Participant deferral / active EE | $5,947 | $5,955-0.1% | $5,202+14.3% | $5,983-0.6% |
| Admin fee / account holder | $17,625 | $17,077+3.2% | $13,985+26.0% | $11,248+56.7% |