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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 | $341,738 | $76,519+346.6% | $56,025+510.0% | $145,897+134.2% |
| Participation rate | 12.5% | 63.2%-50.7pp | 52.5%-40.0pp | 80.3%-67.8pp |
| Annual return | 68.48% | 3017.03%-2948.5pp | 1712.69%-1644.2pp | 552.29%-483.8pp |
| Employer contribution / active EE | $1,355 | $1,383-2.0% | $1,042+30.1% | $4,663-70.9% |
| Participant deferral / active EE | $2,157 | $2,624-17.8% | $1,955+10.3% | $6,689-67.8% |
| Admin fee / account holder | $2,434 | $3,331-26.9% | $2,828-13.9% | $13,390-81.8% |