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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 | $282,223 | $106,008+166.2% | $92,240+206.0% | $147,586+91.2% |
| Participation rate | 38.5% | 80.4%-42.0pp | 76.5%-38.0pp | 82.8%-44.4pp |
| Annual return | 10.83% | 50.05%-39.2pp | 176.29%-165.5pp | 578.59%-567.8pp |
| Employer contribution / active EE | $2,317 | $4,333-46.5% | $3,680-37.0% | $4,876-52.5% |
| Participant deferral / active EE | $6,317 | $4,478+41.1% | $3,897+62.1% | $5,439+16.2% |
| Admin fee / account holder | $648 | $6,333-89.8% | $5,194-87.5% | $10,886-94.0% |