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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 | $290,246 | $110,093+163.6% | $97,295+198.3% | $145,897+98.9% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 66.15% | 244.76%-178.6pp | 75.62%-9.5pp | 552.29%-486.1pp |
| Employer contribution / active EE | $1,294 | $3,077-57.9% | $2,723-52.5% | $4,663-72.2% |
| Participant deferral / active EE | $7,997 | $4,678+71.0% | $4,264+87.6% | $6,689+19.5% |
| Admin fee / account holder | $130,523 | $6,212+2001.0% | $5,646+2211.6% | $13,390+874.8% |