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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 | $373,197 | $150,447+148.1% | $136,298+173.8% | $147,586+152.9% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 1044.14% | 1049.15%-5.0pp | 5156.27%-4112.1pp | 578.59%+465.5pp |
| Employer contribution / active EE | $22,081 | $5,256+320.1% | $4,696+370.2% | $4,876+352.8% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,928 | $10,906-82.3% | $9,244-79.1% | $10,886-82.3% |