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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 | $475,366 | $88,815+435.2% | $81,882+480.6% | $145,897+225.8% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 34.90% | 1033.75%-998.8pp | 779.47%-744.6pp | 552.29%-517.4pp |
| Employer contribution / active EE | $1,200 | $3,086-61.1% | $2,916-58.8% | $4,663-74.3% |
| Participant deferral / active EE | $6,000 | $4,647+29.1% | $4,323+38.8% | $6,689-10.3% |
| Admin fee / account holder | $20,060 | $8,434+137.8% | $7,360+172.6% | $13,390+49.8% |