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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 | $447,625 | $150,447+197.5% | $136,298+228.4% | $147,586+203.3% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 17.44% | 1049.15%-1031.7pp | 5156.27%-5138.8pp | 578.59%-561.2pp |
| Employer contribution / active EE | $1,200 | $5,256-77.2% | $4,696-74.4% | $4,876-75.4% |
| Participant deferral / active EE | $3,600 | $6,631-45.7% | $6,247-42.4% | $5,439-33.8% |
| Admin fee / account holder | $68,994 | $10,906+532.6% | $9,244+646.4% | $10,886+533.8% |