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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 | $256,857 | $88,754+189.4% | $81,820+213.9% | $145,877+76.1% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 11.27% | 1031.77%-1020.5pp | 777.93%-766.7pp | 551.28%-540.0pp |
| Employer contribution / active EE | $10,833 | $3,085+251.1% | $2,915+271.6% | $4,663+132.3% |
| Participant deferral / active EE | $10,167 | $4,648+118.8% | $4,323+135.2% | $6,691+52.0% |
| Admin fee / account holder | $2,770 | $8,424-67.1% | $7,391-62.5% | $13,402-79.3% |