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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 | $607,012 | $76,519+693.3% | $56,025+983.5% | $145,897+316.1% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 18.33% | 3017.03%-2998.7pp | 1712.69%-1694.4pp | 552.29%-534.0pp |
| Employer contribution / active EE | $5,007 | $1,383+261.9% | $1,042+380.7% | $4,663+7.4% |
| Participant deferral / active EE | $20,333 | $2,624+674.8% | $1,955+940.3% | $6,689+204.0% |
| Admin fee / account holder | $1,534 | $3,331-54.0% | $2,828-45.8% | $13,390-88.5% |