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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 | $361,986 | $176,120+105.5% | $159,487+127.0% | $167,553+116.0% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 15.56% | 331.95%-316.4pp | 263.71%-248.1pp | 478.89%-463.3pp |
| Employer contribution / active EE | $2,341 | $5,299-55.8% | $4,831-51.5% | $4,840-51.6% |
| Participant deferral / active EE | $4,634 | $7,752-40.2% | $7,354-37.0% | $6,343-26.9% |
| Admin fee / account holder | $791 | $12,561-93.7% | $10,804-92.7% | $12,316-93.6% |