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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 | $275,737 | $202,342+36.3% | $172,753+59.6% | $152,909+80.3% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 21.76% | 1029.88%-1008.1pp | 803.00%-781.2pp | 345.46%-323.7pp |
| Employer contribution / active EE | $11,842 | $5,857+102.2% | $5,144+130.2% | $4,764+148.6% |
| Participant deferral / active EE | $6,333 | $5,948+6.5% | $5,198+21.9% | $5,851+8.2% |
| Admin fee / account holder | $2,567 | $17,112-85.0% | $13,956-81.6% | $11,601-77.9% |