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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 | $342,070 | $88,778+285.3% | $81,844+318.0% | $145,884+134.5% |
| Participation rate | 30.0% | 75.1%-45.1pp | 72.4%-42.4pp | 80.3%-50.3pp |
| Annual return | 69.91% | 1033.03%-963.1pp | 778.87%-709.0pp | 551.85%-481.9pp |
| Employer contribution / active EE | $690 | $3,087-77.6% | $2,916-76.3% | $4,662-85.2% |
| Participant deferral / active EE | $690 | $4,648-85.2% | $4,323-84.0% | $6,690-89.7% |
| Admin fee / account holder | $32,054 | $8,430+280.2% | $7,355+335.8% | $13,392+139.4% |