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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 | $108,673+368.8% | $74,713+581.9% | $152,870+233.2% |
| Participation rate | 44.4% | 65.3%-20.9pp | 54.5%-10.0pp | 82.4%-38.0pp |
| Annual return | 124.95% | 114.08%+10.9pp | 752.99%-628.0pp | 345.34%-220.4pp |
| Employer contribution / active EE | $505 | $1,503-66.4% | $1,084-53.4% | $4,763-89.4% |
| Participant deferral / active EE | $5,064 | $2,713+86.7% | $1,964+157.9% | $5,850-13.4% |
| Admin fee / account holder | $92,788 | $4,904+1792.1% | $3,334+2683.5% | $11,597+700.1% |