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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 | $324,290 | $96,678+235.4% | $86,640+274.3% | $139,466+132.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 14.55% | 106.69%-92.1pp | 592.52%-578.0pp | 373.66%-359.1pp |
| Employer contribution / active EE | $2,249 | $3,265-31.1% | $3,024-25.6% | $4,754-52.7% |
| Participant deferral / active EE | $20,000 | $4,837+313.5% | $4,438+350.6% | $6,712+198.0% |
| Admin fee / account holder | $4,396 | $6,410-31.4% | $5,616-21.7% | $11,409-61.5% |