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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 | $88,702+285.6% | $81,780+318.3% | $145,978+134.3% |
| Participation rate | 30.0% | 75.0%-45.0pp | 72.4%-42.4pp | 80.3%-50.3pp |
| Annual return | 69.91% | 1029.12%-959.2pp | 776.27%-706.4pp | 550.52%-480.6pp |
| Employer contribution / active EE | $690 | $3,084-77.6% | $2,914-76.3% | $4,662-85.2% |
| Participant deferral / active EE | $690 | $4,645-85.1% | $4,321-84.0% | $6,690-89.7% |
| Admin fee / account holder | $32,054 | $8,414+280.9% | $7,384+334.1% | $13,400+139.2% |