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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 | $284,889 | $149,040+91.1% | $120,225+137.0% | $137,256+107.6% |
| Participation rate | 7.7% | 75.4%-67.7pp | 69.6%-61.9pp | 80.0%-72.3pp |
| Annual return | 30.54% | 605.68%-575.1pp | 439.23%-408.7pp | 220.34%-189.8pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $601 | $4,655-87.1% | $3,999-85.0% | $6,407-90.6% |
| Admin fee / account holder | $878 | $6,348-86.2% | $5,696-84.6% | $12,270-92.8% |