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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 | $552,323 | $209,874+163.2% | $189,537+191.4% | $167,536+229.7% |
| Participation rate | 60.0% | 88.7%-28.7pp | 87.8%-27.8pp | 82.1%-22.1pp |
| Annual return | 15.27% | 748.61%-733.3pp | 555.34%-540.1pp | 478.82%-463.5pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,143 | $8,934-31.2% | $8,220-25.3% | $6,342-3.1% |
| Admin fee / account holder | $20,571 | $14,299+43.9% | $12,048+70.7% | $12,315+67.0% |