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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 | $509,430 | $108,701+368.7% | $74,723+581.8% | $152,909+233.2% |
| Participation rate | 44.4% | 65.4%-20.9pp | 54.5%-10.0pp | 82.5%-38.0pp |
| Annual return | 124.95% | 114.12%+10.8pp | 753.18%-628.2pp | 345.46%-220.5pp |
| Employer contribution / active EE | $505 | $1,504-66.4% | $1,084-53.4% | $4,764-89.4% |
| Participant deferral / active EE | $5,064 | $2,709+87.0% | $1,962+158.2% | $5,851-13.5% |
| Admin fee / account holder | $92,788 | $4,906+1791.2% | $3,335+2682.5% | $11,601+699.9% |