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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 | $304,552 | $176,105+72.9% | $159,474+91.0% | $167,536+81.8% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 19.98% | 331.91%-311.9pp | 263.68%-243.7pp | 478.82%-458.8pp |
| Employer contribution / active EE | $1,197 | $5,299-77.4% | $4,831-75.2% | $4,839-75.3% |
| Participant deferral / active EE | $7,588 | $7,751-2.1% | $7,353+3.2% | $6,342+19.6% |
| Admin fee / account holder | $102,811 | $12,559+718.6% | $10,802+851.7% | $12,315+734.9% |