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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 | $261,816 | $72,071+263.3% | $68,368+283.0% | $137,256+90.8% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 0.00% | 353.14%-353.1pp | 292.57%-292.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,400 | $2,788-49.8% | $2,649-47.2% | $4,156-66.3% |
| Participant deferral / active EE | $2,800 | $4,410-36.5% | $4,123-32.1% | $6,407-56.3% |
| Admin fee / account holder | $355 | $5,336-93.4% | $5,150-93.1% | $12,270-97.1% |