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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 | $102,595+613.6% | $94,057+678.3% | $154,746+373.1% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 80.7%-18.2pp |
| Annual return | 148.06% | 583.42%-435.4pp | 480.62%-332.6pp | 172.34%-24.3pp |
| Employer contribution / active EE | $3,371 | $3,147+7.1% | $2,933+14.9% | $4,379-23.0% |
| Participant deferral / active EE | $9,216 | $5,118+80.1% | $4,709+95.7% | $6,730+36.9% |
| Admin fee / account holder | $565 | $7,736-92.7% | $7,244-92.2% | $14,365-96.1% |