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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 | $257,436 | $202,345+27.2% | $172,755+49.0% | $152,885+68.4% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 32.97% | 1029.77%-996.8pp | 802.94%-770.0pp | 345.39%-312.4pp |
| Employer contribution / active EE | $4,152 | $5,858-29.1% | $5,144-19.3% | $4,763-12.8% |
| Participant deferral / active EE | $7,171 | $5,948+20.6% | $5,198+38.0% | $5,851+22.6% |
| Admin fee / account holder | $575 | $17,111-96.6% | $13,955-95.9% | $11,598-95.0% |