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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 | $272,561 | $202,342+34.7% | $172,752+57.8% | $152,897+78.3% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.5%-82.5pp |
| Annual return | 25.43% | 1029.83%-1004.4pp | 802.97%-777.5pp | 345.43%-320.0pp |
| Employer contribution / active EE | $15,902 | $5,858+171.5% | $5,144+209.1% | $4,764+233.8% |
| Participant deferral / active EE | $13,129 | $5,948+120.7% | $5,198+152.6% | $5,851+124.4% |
| Admin fee / account holder | $4,821 | $17,111-71.8% | $13,955-65.5% | $11,599-58.4% |