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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 | $332,990 | $160,028+108.1% | $147,080+126.4% | $145,884+128.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.20% | 98.60%-86.4pp | 420.17%-408.0pp | 551.85%-539.6pp |
| Employer contribution / active EE | $1,707 | $5,286-67.7% | $4,933-65.4% | $4,662-63.4% |
| Participant deferral / active EE | $6,780 | $8,422-19.5% | $8,066-15.9% | $6,690+1.4% |
| Admin fee / account holder | $156,340 | $15,030+940.2% | $12,989+1103.7% | $13,392+1067.4% |