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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 | $281,374 | $76,522+267.7% | $56,033+402.2% | $145,884+92.9% |
| Participation rate | 15.8% | 63.2%-47.4pp | 52.5%-36.7pp | 80.3%-64.5pp |
| Annual return | 10.94% | 3014.28%-3003.3pp | 1711.38%-1700.4pp | 551.85%-540.9pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,759 | $2,624-33.0% | $1,954-10.0% | $6,690-73.7% |
| Admin fee / account holder | $1,915 | $3,328-42.5% | $2,827-32.3% | $13,392-85.7% |