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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 | $268,814 | $150,447+78.7% | $136,298+97.2% | $147,586+82.1% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 10.79% | 1049.15%-1038.4pp | 5156.27%-5145.5pp | 578.59%-567.8pp |
| Employer contribution / active EE | $1,131 | $5,256-78.5% | $4,696-75.9% | $4,876-76.8% |
| Participant deferral / active EE | $11,049 | $6,631+66.6% | $6,247+76.9% | $5,439+103.2% |
| Admin fee / account holder | $13,935 | $10,906+27.8% | $9,244+50.7% | $10,886+28.0% |