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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 | $269,760 | $138,102+95.3% | $125,381+115.2% | $134,532+100.5% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.1pp | 81.2%-12.0pp |
| Annual return | -6.96% | 750.73%-757.7pp | 572.31%-579.3pp | 418.27%-425.2pp |
| Employer contribution / active EE | $5,286 | $5,245+0.8% | $4,815+9.8% | $4,741+11.5% |
| Participant deferral / active EE | $9,137 | $7,801+17.1% | $7,448+22.7% | $6,401+42.7% |
| Admin fee / account holder | $13,022 | $11,568+12.6% | $10,007+30.1% | $11,429+13.9% |