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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 | $362,427 | $72,403+400.6% | $67,524+436.7% | $145,978+148.3% |
| Participation rate | 27.3% | 76.9%-49.6pp | 72.9%-45.6pp | 80.3%-53.0pp |
| Annual return | 23.97% | 7197.23%-7173.3pp | 3519.41%-3495.4pp | 550.52%-526.5pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,787 | $4,782-41.7% | $4,001-30.3% | $6,690-58.3% |
| Admin fee / account holder | $2,700 | $5,541-51.3% | $4,001-32.5% | $13,400-79.8% |