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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 | $290,901 | $202,342+43.8% | $172,752+68.4% | $152,897+90.3% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 29.26% | 1029.83%-1000.6pp | 802.97%-773.7pp | 345.43%-316.2pp |
| Employer contribution / active EE | $1,320 | $5,858-77.5% | $5,144-74.3% | $4,764-72.3% |
| Participant deferral / active EE | $4,949 | $5,948-16.8% | $5,198-4.8% | $5,851-15.4% |
| Admin fee / account holder | $6,648 | $17,111-61.1% | $13,955-52.4% | $11,599-42.7% |