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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 | $1,292,963 | $171,867+652.3% | $149,721+763.6% | $147,586+776.1% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 16.47% | 2113.36%-2096.9pp | 1501.67%-1485.2pp | 578.59%-562.1pp |
| Employer contribution / active EE | $25,644 | $6,275+308.7% | $5,444+371.0% | $4,876+425.9% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $354 | $13,799-97.4% | $11,282-96.9% | $10,886-96.7% |