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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 | $432,761 | $209,888+106.2% | $189,545+128.3% | $167,553+158.3% |
| Participation rate | 33.3% | 88.7%-55.3pp | 87.8%-54.5pp | 82.1%-48.8pp |
| Annual return | 13.86% | 748.66%-734.8pp | 555.36%-541.5pp | 478.89%-465.0pp |
| Employer contribution / active EE | $1,982 | $6,915-71.3% | $6,162-67.8% | $4,840-59.0% |
| Participant deferral / active EE | $6,471 | $8,934-27.6% | $8,220-21.3% | $6,343+2.0% |
| Admin fee / account holder | $33,201 | $14,300+132.2% | $12,049+175.6% | $12,316+169.6% |