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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 | $1,226,628 | $171,867+613.7% | $149,716+719.3% | $147,585+731.1% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 11.23% | 2113.36%-2102.1pp | 1501.67%-1490.4pp | 578.58%-567.4pp |
| Employer contribution / active EE | $35,959 | $6,275+473.1% | $5,444+560.5% | $4,876+637.4% |
| Participant deferral / active EE | $21,000 | $7,270+188.9% | $6,568+219.7% | $5,439+286.1% |
| Admin fee / account holder | $38,372 | $13,799+178.1% | $11,282+240.1% | $10,886+252.5% |