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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 | $325,748 | $150,447+116.5% | $136,298+139.0% | $147,586+120.7% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 19.67% | 1049.15%-1029.5pp | 5156.27%-5136.6pp | 578.59%-558.9pp |
| Employer contribution / active EE | $2,632 | $5,256-49.9% | $4,696-43.9% | $4,876-46.0% |
| Participant deferral / active EE | $6,486 | $6,631-2.2% | $6,247+3.8% | $5,439+19.3% |
| Admin fee / account holder | $2,349 | $10,906-78.5% | $9,244-74.6% | $10,886-78.4% |