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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 | $1,007,631 | $91,037+1006.8% | $71,671+1305.9% | $147,586+582.7% |
| Participation rate | 0.0% | 76.1%-76.1pp | 68.7%-68.7pp | 82.8%-82.8pp |
| Annual return | 9.65% | 20.48%-10.8pp | 20.65%-11.0pp | 578.59%-568.9pp |
| Employer contribution / active EE | $2,610 | $3,327-21.6% | $2,460+6.1% | $4,876-46.5% |
| Participant deferral / active EE | $4,345 | $4,498-3.4% | $3,438+26.4% | $5,439-20.1% |
| Admin fee / account holder | $123,679 | $8,613+1336.0% | $5,558+2125.1% | $10,886+1036.2% |