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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 | $279,786 | $150,447+86.0% | $136,298+105.3% | $147,586+89.6% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 14.73% | 1049.15%-1034.4pp | 5156.27%-5141.5pp | 578.59%-563.9pp |
| Employer contribution / active EE | $9,062 | $5,256+72.4% | $4,696+93.0% | $4,876+85.8% |
| Participant deferral / active EE | $14,440 | $6,631+117.8% | $6,247+131.1% | $5,439+165.5% |
| Admin fee / account holder | $13,685 | $10,906+25.5% | $9,244+48.0% | $10,886+25.7% |