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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 | $282,272 | $176,077+60.3% | $159,455+77.0% | $167,518+68.5% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 15.13% | 331.83%-316.7pp | 263.63%-248.5pp | 478.71%-463.6pp |
| Employer contribution / active EE | $2,561 | $5,298-51.7% | $4,830-47.0% | $4,838-47.1% |
| Participant deferral / active EE | $4,215 | $7,751-45.6% | $7,353-42.7% | $6,342-33.5% |
| Admin fee / account holder | $4,530 | $12,556-63.9% | $10,800-58.1% | $12,312-63.2% |