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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 | $301,380 | $202,345+48.9% | $172,755+74.5% | $152,885+97.1% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 22.55% | 1029.77%-1007.2pp | 802.94%-780.4pp | 345.39%-322.8pp |
| Employer contribution / active EE | $1,395 | $5,858-76.2% | $5,144-72.9% | $4,763-70.7% |
| Participant deferral / active EE | $8,833 | $5,948+48.5% | $5,198+69.9% | $5,851+51.0% |
| Admin fee / account holder | $3,858 | $17,111-77.5% | $13,955-72.4% | $11,598-66.7% |