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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 | $664,489 | $173,526+282.9% | $136,072+388.3% | $145,884+355.5% |
| Participation rate | 20.0% | 80.4%-60.4pp | 76.4%-56.4pp | 80.3%-60.3pp |
| Annual return | 21.97% | 1167.12%-1145.1pp | 580.46%-558.5pp | 551.85%-529.9pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,216-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $8,711-100.0% | $7,028-100.0% | $6,690-100.0% |
| Admin fee / account holder | $591 | $9,665-93.9% | $6,718-91.2% | $13,392-95.6% |