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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 | $888,007 | $124,187+615.1% | $108,410+719.1% | $167,518+430.1% |
| Participation rate | 25.0% | 82.3%-57.3pp | 80.1%-55.1pp | 82.1%-57.1pp |
| Annual return | 18.76% | 1379.80%-1361.0pp | 905.34%-886.6pp | 478.71%-460.0pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,562-100.0% | $6,342-100.0% |
| Admin fee / account holder | $9,862 | $9,456+4.3% | $7,296+35.2% | $12,312-19.9% |