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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 | $259,451 | $202,342+28.2% | $172,753+50.2% | $152,909+69.7% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.5%-26.9pp |
| Annual return | 26.47% | 1029.88%-1003.4pp | 803.00%-776.5pp | 345.46%-319.0pp |
| Employer contribution / active EE | $2,190 | $5,857-62.6% | $5,144-57.4% | $4,764-54.0% |
| Participant deferral / active EE | $5,906 | $5,948-0.7% | $5,198+13.6% | $5,851+0.9% |
| Admin fee / account holder | $8,118 | $17,112-52.6% | $13,956-41.8% | $11,601-30.0% |