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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 | $263,094 | $150,442+74.9% | $136,295+93.0% | $147,585+78.3% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 10.59% | 1049.09%-1038.5pp | 5155.97%-5145.4pp | 578.56%-568.0pp |
| Employer contribution / active EE | $2,179 | $5,256-58.5% | $4,695-53.6% | $4,876-55.3% |
| Participant deferral / active EE | $8,000 | $6,630+20.7% | $6,247+28.1% | $5,439+47.1% |
| Admin fee / account holder | $1,726 | $10,905-84.2% | $9,243-81.3% | $10,885-84.1% |