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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 | $732,067 | $72,071+915.8% | $68,368+970.8% | $137,256+433.4% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 148.06% | 353.14%-205.1pp | 292.57%-144.5pp | 220.34%-72.3pp |
| Employer contribution / active EE | $3,371 | $2,788+20.9% | $2,649+27.3% | $4,156-18.9% |
| Participant deferral / active EE | $9,216 | $4,410+109.0% | $4,123+123.5% | $6,407+43.9% |
| Admin fee / account holder | $565 | $5,336-89.4% | $5,150-89.0% | $12,270-95.4% |