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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 | $502,523 | $202,342+148.4% | $172,753+190.9% | $152,909+228.6% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 21.20% | 1029.88%-1008.7pp | 803.00%-781.8pp | 345.46%-324.3pp |
| Employer contribution / active EE | $6,050 | $5,857+3.3% | $5,144+17.6% | $4,764+27.0% |
| Participant deferral / active EE | $6,480 | $5,948+8.9% | $5,198+24.7% | $5,851+10.7% |
| Admin fee / account holder | $27,871 | $17,112+62.9% | $13,956+99.7% | $11,601+140.3% |