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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 | $535,769 | $150,445+256.1% | $136,297+293.1% | $147,585+263.0% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 15.62% | 1049.14%-1033.5pp | 5156.16%-5140.5pp | 578.57%-563.0pp |
| Employer contribution / active EE | $20,144 | $5,256+283.2% | $4,696+329.0% | $4,876+313.1% |
| Participant deferral / active EE | $16,133 | $6,631+143.3% | $6,247+158.3% | $5,439+196.6% |
| Admin fee / account holder | $19,377 | $10,906+77.7% | $9,244+109.6% | $10,885+78.0% |