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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 | $907,739 | $138,114+557.2% | $125,391+623.9% | $134,545+574.7% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | 21.42% | 750.88%-729.5pp | 572.41%-551.0pp | 418.37%-396.9pp |
| Employer contribution / active EE | $22,265 | $5,246+324.4% | $4,816+362.3% | $4,742+369.6% |
| Participant deferral / active EE | $13,500 | $7,801+73.1% | $7,448+81.3% | $6,401+110.9% |
| Admin fee / account holder | $111,419 | $11,570+863.0% | $10,009+1013.2% | $11,431+874.7% |