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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 | $515,867 | $202,342+154.9% | $172,753+198.6% | $152,909+237.4% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 26.28% | 1029.88%-1003.6pp | 803.00%-776.7pp | 345.46%-319.2pp |
| Employer contribution / active EE | $20,552 | $5,857+250.9% | $5,144+299.5% | $4,764+331.4% |
| Participant deferral / active EE | $6,667 | $5,948+12.1% | $5,198+28.3% | $5,851+13.9% |
| Admin fee / account holder | $21,768 | $17,112+27.2% | $13,956+56.0% | $11,601+87.6% |