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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 | $378,869 | $176,120+115.1% | $159,487+137.6% | $167,553+126.1% |
| Participation rate | 0.0% | 85.0%-85.0pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 11.45% | 331.95%-320.5pp | 263.71%-252.3pp | 478.89%-467.4pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $64,529 | $7,752+732.4% | $7,354+777.5% | $6,343+917.4% |
| Admin fee / account holder | $3,405 | $12,561-72.9% | $10,804-68.5% | $12,316-72.4% |