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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 | $592,813 | $209,874+182.5% | $189,537+212.8% | $167,536+253.8% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 12.84% | 748.61%-735.8pp | 555.34%-542.5pp | 478.82%-466.0pp |
| Employer contribution / active EE | $3,750 | $6,913-45.8% | $6,161-39.1% | $4,839-22.5% |
| Participant deferral / active EE | $13,396 | $8,934+49.9% | $8,220+63.0% | $6,342+111.2% |
| Admin fee / account holder | $12,000 | $14,299-16.1% | $12,048-0.4% | $12,315-2.6% |