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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 | $423,492 | $76,519+453.4% | $56,025+655.9% | $145,897+190.3% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 5.81% | 3017.03%-3011.2pp | 1712.69%-1706.9pp | 552.29%-546.5pp |
| Employer contribution / active EE | $2,369 | $1,383+71.3% | $1,042+127.5% | $4,663-49.2% |
| Participant deferral / active EE | $4,392 | $2,624+67.3% | $1,955+124.7% | $6,689-34.3% |
| Admin fee / account holder | $1,687 | $3,331-49.4% | $2,828-40.4% | $13,390-87.4% |