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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 | $557,266 | $202,342+175.4% | $172,753+222.6% | $152,909+264.4% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 27.70% | 1029.88%-1002.2pp | 803.00%-775.3pp | 345.46%-317.8pp |
| Employer contribution / active EE | $10,877 | $5,857+85.7% | $5,144+111.5% | $4,764+128.3% |
| Participant deferral / active EE | $11,399 | $5,948+91.6% | $5,198+119.3% | $5,851+94.8% |
| Admin fee / account holder | $10,242 | $17,112-40.1% | $13,956-26.6% | $11,601-11.7% |