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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 | $333,877 | $176,105+89.6% | $159,474+109.4% | $167,536+99.3% |
| Participation rate | 69.2% | 85.0%-15.7pp | 82.8%-13.6pp | 82.1%-12.9pp |
| Annual return | 13.47% | 331.91%-318.4pp | 263.68%-250.2pp | 478.82%-465.3pp |
| Employer contribution / active EE | $8,224 | $5,299+55.2% | $4,831+70.2% | $4,839+69.9% |
| Participant deferral / active EE | $10,721 | $7,751+38.3% | $7,353+45.8% | $6,342+69.0% |
| Admin fee / account holder | $443 | $12,559-96.5% | $10,802-95.9% | $12,315-96.4% |