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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 | $259,394 | $124,175+108.9% | $108,405+139.3% | $167,553+54.8% |
| Participation rate | 58.3% | 82.3%-24.0pp | 80.1%-21.8pp | 82.1%-23.8pp |
| Annual return | 11.84% | 1380.13%-1368.3pp | 905.55%-893.7pp | 478.89%-467.1pp |
| Employer contribution / active EE | $2,201 | $4,188-47.4% | $3,559-38.2% | $4,840-54.5% |
| Participant deferral / active EE | $6,040 | $6,908-12.6% | $6,563-8.0% | $6,343-4.8% |
| Admin fee / account holder | $3,699 | $9,457-60.9% | $7,297-49.3% | $12,316-70.0% |