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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 | $354,716 | $202,342+75.3% | $172,752+105.3% | $152,897+132.0% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 29.01% | 1029.83%-1000.8pp | 802.97%-774.0pp | 345.43%-316.4pp |
| Employer contribution / active EE | $8,753 | $5,858+49.4% | $5,144+70.1% | $4,764+83.7% |
| Participant deferral / active EE | $8,653 | $5,948+45.5% | $5,198+66.5% | $5,851+47.9% |
| Admin fee / account holder | $3,922 | $17,111-77.1% | $13,955-71.9% | $11,599-66.2% |