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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 | $355,256 | $150,447+136.1% | $136,298+160.6% | $147,586+140.7% |
| Participation rate | 40.9% | 84.4%-43.5pp | 81.9%-41.0pp | 82.8%-41.9pp |
| Annual return | 15.37% | 1049.15%-1033.8pp | 5156.27%-5140.9pp | 578.59%-563.2pp |
| Employer contribution / active EE | $6,818 | $5,256+29.7% | $4,696+45.2% | $4,876+39.8% |
| Participant deferral / active EE | $3,720 | $6,631-43.9% | $6,247-40.5% | $5,439-31.6% |
| Admin fee / account holder | $1,477 | $10,906-86.5% | $9,244-84.0% | $10,886-86.4% |