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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 | $542,823 | $202,342+168.3% | $172,753+214.2% | $152,909+255.0% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 16.66% | 1029.88%-1013.2pp | 803.00%-786.3pp | 345.46%-328.8pp |
| Employer contribution / active EE | $4,206 | $5,857-28.2% | $5,144-18.2% | $4,764-11.7% |
| Participant deferral / active EE | $4,476 | $5,948-24.7% | $5,198-13.9% | $5,851-23.5% |
| Admin fee / account holder | $3,500 | $17,112-79.5% | $13,956-74.9% | $11,601-69.8% |