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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 | $389,615 | $209,847+85.7% | $189,520+105.6% | $167,518+132.6% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 18.65% | 748.45%-729.8pp | 555.25%-536.6pp | 478.71%-460.1pp |
| Employer contribution / active EE | $25,000 | $6,913+261.6% | $6,161+305.8% | $4,838+416.7% |
| Participant deferral / active EE | $17,333 | $8,934+94.0% | $8,220+110.9% | $6,342+173.3% |
| Admin fee / account holder | $5,257 | $14,295-63.2% | $12,046-56.4% | $12,312-57.3% |