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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 | $451,371 | $171,867+162.6% | $149,721+201.5% | $147,586+205.8% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 12.84% | 2113.36%-2100.5pp | 1501.67%-1488.8pp | 578.59%-565.7pp |
| Employer contribution / active EE | $11,969 | $6,275+90.8% | $5,444+119.9% | $4,876+145.5% |
| Participant deferral / active EE | $12,000 | $7,270+65.1% | $6,568+82.7% | $5,439+120.6% |
| Admin fee / account holder | $495 | $13,799-96.4% | $11,282-95.6% | $10,886-95.5% |