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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 | $678,852 | $176,120+285.4% | $159,487+325.6% | $167,553+305.2% |
| Participation rate | 20.0% | 85.0%-65.0pp | 82.8%-62.8pp | 82.1%-62.1pp |
| Annual return | 14.01% | 331.95%-317.9pp | 263.71%-249.7pp | 478.89%-464.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,200 | $7,752-32.9% | $7,354-29.3% | $6,343-18.0% |
| Admin fee / account holder | $681 | $12,561-94.6% | $10,804-93.7% | $12,316-94.5% |