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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 | $676,238 | $150,447+349.5% | $136,298+396.1% | $147,586+358.2% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 16.01% | 1049.15%-1033.1pp | 5156.27%-5140.3pp | 578.59%-562.6pp |
| Employer contribution / active EE | $10,316 | $5,256+96.3% | $4,696+119.7% | $4,876+111.6% |
| Participant deferral / active EE | $9,167 | $6,631+38.2% | $6,247+46.7% | $5,439+68.5% |
| Admin fee / account holder | $9,460 | $10,906-13.3% | $9,244+2.3% | $10,886-13.1% |