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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 | $295,669 | $76,519+286.4% | $56,025+427.7% | $145,897+102.7% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 12.31% | 3017.03%-3004.7pp | 1712.69%-1700.4pp | 552.29%-540.0pp |
| Employer contribution / active EE | $936 | $1,383-32.3% | $1,042-10.1% | $4,663-79.9% |
| Participant deferral / active EE | $6,084 | $2,624+131.8% | $1,955+211.3% | $6,689-9.0% |
| Admin fee / account holder | $1,316 | $3,331-60.5% | $2,828-53.5% | $13,390-90.2% |