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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 | $821,020 | $156,398+425.0% | $147,318+457.3% | $138,895+491.1% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 79.9%-79.9pp |
| Annual return | 440.27% | 78.75%+361.5pp | 70.43%+369.8pp | 145.39%+294.9pp |
| Employer contribution / active EE | $1,739 | $4,853-64.2% | $4,593-62.1% | $4,194-58.5% |
| Participant deferral / active EE | $6,005 | $8,237-27.1% | $7,906-24.1% | $6,396-6.1% |
| Admin fee / account holder | $5,258 | $14,976-64.9% | $13,708-61.6% | $12,562-58.1% |