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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 | $635,816 | $150,447+322.6% | $136,298+366.5% | $147,586+330.8% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 15.39% | 1049.15%-1033.8pp | 5156.27%-5140.9pp | 578.59%-563.2pp |
| Employer contribution / active EE | $2,720 | $5,256-48.3% | $4,696-42.1% | $4,876-44.2% |
| Participant deferral / active EE | $5,630 | $6,631-15.1% | $6,247-9.9% | $5,439+3.5% |
| Admin fee / account holder | $26,287 | $10,906+141.0% | $9,244+184.4% | $10,886+141.5% |