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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 | $454,614 | $150,442+202.2% | $136,295+233.6% | $147,585+208.0% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 17.49% | 1049.09%-1031.6pp | 5155.97%-5138.5pp | 578.56%-561.1pp |
| Employer contribution / active EE | $7,279 | $5,256+38.5% | $4,695+55.0% | $4,876+49.3% |
| Participant deferral / active EE | $13,714 | $6,630+106.8% | $6,247+119.5% | $5,439+152.1% |
| Admin fee / account holder | $19,121 | $10,905+75.3% | $9,243+106.9% | $10,885+75.7% |