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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 | $861,773 | $183,592+369.4% | $155,567+454.0% | $145,959+490.4% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 55.78% | 61.24%-5.5pp | 64.74%-9.0pp | 561.95%-506.2pp |
| Employer contribution / active EE | $10,065 | $5,315+89.4% | $4,674+115.3% | $4,661+116.0% |
| Participant deferral / active EE | $30,500 | $6,464+371.8% | $5,628+442.0% | $6,689+356.0% |
| Admin fee / account holder | $5,499 | $19,318-71.5% | $15,916-65.5% | $13,398-59.0% |