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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 | $1,318,591 | $156,927+740.3% | $121,169+988.2% | $139,456+845.5% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.5%-2.9pp | 80.3%-13.7pp |
| Annual return | 123.88% | 1475.85%-1352.0pp | 986.71%-862.8pp | 373.45%-249.6pp |
| Employer contribution / active EE | $14,600 | $5,542+163.5% | $4,168+250.3% | $4,753+207.2% |
| Participant deferral / active EE | $18,000 | $4,848+271.3% | $4,083+340.9% | $6,711+168.2% |
| Admin fee / account holder | $11,265 | $6,946+62.2% | $5,645+99.5% | $11,407-1.2% |