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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 | $176,071+105.6% | $159,450+127.0% | $167,497+116.1% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 15.56% | 331.79%-316.2pp | 263.60%-248.0pp | 478.62%-463.1pp |
| Employer contribution / active EE | $2,341 | $5,298-55.8% | $4,830-51.5% | $4,838-51.6% |
| Participant deferral / active EE | $4,634 | $7,750-40.2% | $7,352-37.0% | $6,341-26.9% |
| Admin fee / account holder | $791 | $12,555-93.7% | $10,800-92.7% | $12,310-93.6% |