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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 | $76,522+286.4% | $56,033+427.7% | $145,884+102.7% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 12.31% | 3014.28%-3002.0pp | 1711.38%-1699.1pp | 551.85%-539.5pp |
| Employer contribution / active EE | $936 | $1,382-32.3% | $1,041-10.1% | $4,662-79.9% |
| Participant deferral / active EE | $6,084 | $2,624+131.9% | $1,954+211.4% | $6,690-9.1% |
| Admin fee / account holder | $1,316 | $3,328-60.5% | $2,827-53.4% | $13,392-90.2% |