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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 | $526,272 | $202,342+160.1% | $172,753+204.6% | $152,909+244.2% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 15.05% | 1029.88%-1014.8pp | 803.00%-788.0pp | 345.46%-330.4pp |
| Employer contribution / active EE | $10,833 | $5,857+85.0% | $5,144+110.6% | $4,764+127.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,934 | $17,112-82.9% | $13,956-79.0% | $11,601-74.7% |