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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 | $345,600 | $202,342+70.8% | $172,753+100.1% | $152,909+126.0% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 19.42% | 1029.88%-1010.5pp | 803.00%-783.6pp | 345.46%-326.0pp |
| Employer contribution / active EE | $1,971 | $5,857-66.3% | $5,144-61.7% | $4,764-58.6% |
| Participant deferral / active EE | $5,024 | $5,948-15.5% | $5,198-3.3% | $5,851-14.1% |
| Admin fee / account holder | $5,494 | $17,112-67.9% | $13,956-60.6% | $11,601-52.6% |