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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 | $330,719 | $107,363+208.0% | $92,909+256.0% | $152,897+116.3% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.5%-22.5pp |
| Annual return | 16.38% | 145.63%-129.2pp | 109.44%-93.1pp | 345.43%-329.0pp |
| Employer contribution / active EE | $8,225 | $4,222+94.8% | $3,653+125.1% | $4,764+72.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,074 | $7,082-56.6% | $5,795-47.0% | $11,599-73.5% |