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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 | $278,887 | $202,342+37.8% | $172,753+61.4% | $152,909+82.4% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 26.41% | 1029.88%-1003.5pp | 803.00%-776.6pp | 345.46%-319.1pp |
| Employer contribution / active EE | $8,277 | $5,857+41.3% | $5,144+60.9% | $4,764+73.7% |
| Participant deferral / active EE | $4,882 | $5,948-17.9% | $5,198-6.1% | $5,851-16.6% |
| Admin fee / account holder | $8,859 | $17,112-48.2% | $13,956-36.5% | $11,601-23.6% |