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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 | $301,724 | $96,691+212.0% | $86,656+248.2% | $139,487+116.3% |
| Participation rate | 14.3% | 74.4%-60.1pp | 71.7%-57.4pp | 80.3%-66.1pp |
| Annual return | 13.07% | 106.87%-93.8pp | 593.09%-580.0pp | 373.84%-360.8pp |
| Employer contribution / active EE | $425 | $3,267-87.0% | $3,025-85.9% | $4,755-91.1% |
| Participant deferral / active EE | $2,126 | $4,838-56.1% | $4,439-52.1% | $6,713-68.3% |
| Admin fee / account holder | $6,051 | $6,414-5.7% | $5,619+7.7% | $11,407-47.0% |