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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 | $176,077+73.0% | $159,455+91.0% | $167,518+81.8% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 19.98% | 331.83%-311.9pp | 263.63%-243.6pp | 478.71%-458.7pp |
| Employer contribution / active EE | $1,197 | $5,298-77.4% | $4,830-75.2% | $4,838-75.3% |
| Participant deferral / active EE | $7,588 | $7,751-2.1% | $7,353+3.2% | $6,342+19.7% |
| Admin fee / account holder | $102,811 | $12,556+718.8% | $10,800+851.9% | $12,312+735.0% |