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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 | $402,977 | $160,040+151.8% | $147,096+174.0% | $145,877+176.2% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 13.12% | 98.49%-85.4pp | 419.75%-406.6pp | 551.28%-538.2pp |
| Employer contribution / active EE | $1,234 | $5,289-76.7% | $4,936-75.0% | $4,663-73.5% |
| Participant deferral / active EE | $4,028 | $8,429-52.2% | $8,071-50.1% | $6,691-39.8% |
| Admin fee / account holder | $4,001 | $15,050-73.4% | $13,005-69.2% | $13,402-70.2% |