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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 | $261,749 | $149,040+75.6% | $120,225+117.7% | $137,256+90.7% |
| Participation rate | 5.3% | 75.4%-70.2pp | 69.6%-64.3pp | 80.0%-74.7pp |
| Annual return | 17.46% | 605.68%-588.2pp | 439.23%-421.8pp | 220.34%-202.9pp |
| Employer contribution / active EE | $606 | $4,350-86.1% | $3,475-82.6% | $4,156-85.4% |
| Participant deferral / active EE | $781 | $4,655-83.2% | $3,999-80.5% | $6,407-87.8% |
| Admin fee / account holder | $1,027 | $6,348-83.8% | $5,696-82.0% | $12,270-91.6% |