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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 | $547,602 | $160,070+242.1% | $147,117+272.2% | $145,897+275.3% |
| Participation rate | 11.1% | 84.0%-72.9pp | 82.2%-71.1pp | 80.3%-69.2pp |
| Annual return | 679.66% | 98.69%+581.0pp | 420.54%+259.1pp | 552.29%+127.4pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,705 | $15,035-68.7% | $12,993-63.8% | $13,390-64.9% |