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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 | $351,875 | $150,447+133.9% | $136,298+158.2% | $147,586+138.4% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 13.62% | 1049.15%-1035.5pp | 5156.27%-5142.7pp | 578.59%-565.0pp |
| Employer contribution / active EE | $3,971 | $5,256-24.4% | $4,696-15.4% | $4,876-18.6% |
| Participant deferral / active EE | $7,963 | $6,631+20.1% | $6,247+27.5% | $5,439+46.4% |
| Admin fee / account holder | $1,547 | $10,906-85.8% | $9,244-83.3% | $10,886-85.8% |