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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 | $254,937 | $88,778+187.2% | $81,844+211.5% | $145,884+74.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 10.89% | 1033.03%-1022.1pp | 778.87%-768.0pp | 551.85%-541.0pp |
| Employer contribution / active EE | $5,027 | $3,087+62.9% | $2,916+72.4% | $4,662+7.8% |
| Participant deferral / active EE | $6,227 | $4,648+34.0% | $4,323+44.0% | $6,690-6.9% |
| Admin fee / account holder | $18,538 | $8,430+119.9% | $7,355+152.0% | $13,392+38.4% |