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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 | $1,443,690 | $92,743+1456.7% | $82,744+1644.8% | $134,532+973.1% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 81.2%-61.2pp |
| Annual return | 123.11% | 946.63%-823.5pp | 702.22%-579.1pp | 418.27%-295.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,000 | $5,977-83.3% | $5,325-81.2% | $11,429-91.2% |