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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 | $513,367 | $159,978+220.9% | $147,041+249.1% | $145,978+251.7% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 169.19% | 98.36%+70.8pp | 419.21%-250.0pp | 550.52%-381.3pp |
| Employer contribution / active EE | $2,506 | $5,288-52.6% | $4,935-49.2% | $4,662-46.3% |
| Participant deferral / active EE | $7,653 | $8,429-9.2% | $8,071-5.2% | $6,690+14.4% |
| Admin fee / account holder | $1,204 | $15,053-92.0% | $13,006-90.7% | $13,400-91.0% |