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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 | $286,583 | $176,077+62.8% | $159,455+79.7% | $167,518+71.1% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 18.69% | 331.83%-313.1pp | 263.63%-244.9pp | 478.71%-460.0pp |
| Employer contribution / active EE | $4,139 | $5,298-21.9% | $4,830-14.3% | $4,838-14.5% |
| Participant deferral / active EE | $7,281 | $7,751-6.1% | $7,353-1.0% | $6,342+14.8% |
| Admin fee / account holder | $2,766 | $12,556-78.0% | $10,800-74.4% | $12,312-77.5% |