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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 | $780,308 | $209,888+271.8% | $189,545+311.7% | $167,553+365.7% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 14.56% | 748.66%-734.1pp | 555.36%-540.8pp | 478.89%-464.3pp |
| Employer contribution / active EE | $3,360 | $6,915-51.4% | $6,162-45.5% | $4,840-30.6% |
| Participant deferral / active EE | $13,000 | $8,934+45.5% | $8,220+58.1% | $6,343+105.0% |
| Admin fee / account holder | $6,176 | $14,300-56.8% | $12,049-48.7% | $12,316-49.9% |