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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 | $294,613 | $202,342+45.6% | $172,753+70.5% | $152,909+92.7% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 20.58% | 1029.88%-1009.3pp | 803.00%-782.4pp | 345.46%-324.9pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,022 | $5,948+68.5% | $5,198+92.8% | $5,851+71.3% |
| Admin fee / account holder | $1,311 | $17,112-92.3% | $13,956-90.6% | $11,601-88.7% |