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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 | $280,643 | $202,342+38.7% | $172,753+62.5% | $152,909+83.5% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 30.05% | 1029.88%-999.8pp | 803.00%-773.0pp | 345.46%-315.4pp |
| Employer contribution / active EE | $1,967 | $5,857-66.4% | $5,144-61.8% | $4,764-58.7% |
| Participant deferral / active EE | $6,333 | $5,948+6.5% | $5,198+21.9% | $5,851+8.2% |
| Admin fee / account holder | $1,237 | $17,112-92.8% | $13,956-91.1% | $11,601-89.3% |