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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 | $261,673 | $150,447+73.9% | $136,298+92.0% | $147,586+77.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 22.12% | 1049.15%-1027.0pp | 5156.27%-5134.1pp | 578.59%-556.5pp |
| Employer contribution / active EE | $12,063 | $5,256+129.5% | $4,696+156.9% | $4,876+147.4% |
| Participant deferral / active EE | $14,011 | $6,631+111.3% | $6,247+124.3% | $5,439+157.6% |
| Admin fee / account holder | $1,015 | $10,906-90.7% | $9,244-89.0% | $10,886-90.7% |