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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 | $322,339 | $202,342+59.3% | $172,753+86.6% | $152,909+110.8% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 20.91% | 1029.88%-1009.0pp | 803.00%-782.1pp | 345.46%-324.6pp |
| Employer contribution / active EE | $3,363 | $5,857-42.6% | $5,144-34.6% | $4,764-29.4% |
| Participant deferral / active EE | $6,016 | $5,948+1.1% | $5,198+15.7% | $5,851+2.8% |
| Admin fee / account holder | $607 | $17,112-96.5% | $13,956-95.7% | $11,601-94.8% |