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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 | $159,978+108.1% | $147,041+126.5% | $145,978+128.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.20% | 98.36%-86.2pp | 419.21%-407.0pp | 550.52%-538.3pp |
| Employer contribution / active EE | $1,707 | $5,288-67.7% | $4,935-65.4% | $4,662-63.4% |
| Participant deferral / active EE | $6,780 | $8,429-19.6% | $8,071-16.0% | $6,690+1.4% |
| Admin fee / account holder | $156,340 | $15,053+938.6% | $13,006+1102.0% | $13,400+1066.7% |