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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 | $348,164 | $88,778+292.2% | $81,844+325.4% | $145,884+138.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 12.09% | 1033.03%-1020.9pp | 778.87%-766.8pp | 551.85%-539.8pp |
| Employer contribution / active EE | $12,558 | $3,087+306.8% | $2,916+330.6% | $4,662+169.4% |
| Participant deferral / active EE | $15,793 | $4,648+239.7% | $4,323+265.3% | $6,690+136.1% |
| Admin fee / account holder | $3,305 | $8,430-60.8% | $7,355-55.1% | $13,392-75.3% |