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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 | $620,911 | $176,688+251.4% | $130,660+375.2% | $152,909+306.1% |
| Participation rate | 22.2% | 79.0%-56.7pp | 71.7%-49.5pp | 82.5%-60.2pp |
| Annual return | 21.73% | 2693.08%-2671.4pp | 1709.29%-1687.6pp | 345.46%-323.7pp |
| Employer contribution / active EE | $3,292 | $5,743-42.7% | $4,092-19.5% | $4,764-30.9% |
| Participant deferral / active EE | $5,533 | $4,362+26.8% | $3,603+53.6% | $5,851-5.4% |
| Admin fee / account holder | $3,141 | $7,131-56.0% | $5,463-42.5% | $11,601-72.9% |