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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 | $302,526 | $150,447+101.1% | $136,298+122.0% | $147,586+105.0% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 10.59% | 1049.15%-1038.6pp | 5156.27%-5145.7pp | 578.59%-568.0pp |
| Employer contribution / active EE | $1,139 | $5,256-78.3% | $4,696-75.7% | $4,876-76.6% |
| Participant deferral / active EE | $2,818 | $6,631-57.5% | $6,247-54.9% | $5,439-48.2% |
| Admin fee / account holder | $6,405 | $10,906-41.3% | $9,244-30.7% | $10,886-41.2% |