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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 | $602,423 | $150,447+300.4% | $136,298+342.0% | $147,586+308.2% |
| Participation rate | 37.5% | 84.4%-46.9pp | 81.9%-44.4pp | 82.8%-45.3pp |
| Annual return | 15.97% | 1049.15%-1033.2pp | 5156.27%-5140.3pp | 578.59%-562.6pp |
| Employer contribution / active EE | $1,441 | $5,256-72.6% | $4,696-69.3% | $4,876-70.4% |
| Participant deferral / active EE | $7,206 | $6,631+8.7% | $6,247+15.4% | $5,439+32.5% |
| Admin fee / account holder | $28,714 | $10,906+163.3% | $9,244+210.6% | $10,886+163.8% |