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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 | $987,412 | $109,905+798.4% | $98,506+902.4% | $167,553+489.3% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 22.31% | 1960.20%-1937.9pp | 1494.92%-1472.6pp | 478.89%-456.6pp |
| Employer contribution / active EE | $17,314 | $3,226+436.7% | $2,961+484.7% | $4,840+257.7% |
| Participant deferral / active EE | $9,143 | $4,674+95.6% | $4,277+113.8% | $6,343+44.1% |
| Admin fee / account holder | $112,991 | $6,760+1571.5% | $5,955+1797.6% | $12,316+817.4% |