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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 | $359,629 | $185,225+94.2% | $142,898+151.7% | $167,536+114.7% |
| Participation rate | 23.1% | 78.5%-55.4pp | 72.0%-48.9pp | 82.1%-59.0pp |
| Annual return | 17.31% | 8558.12%-8540.8pp | 5639.64%-5622.3pp | 478.82%-461.5pp |
| Employer contribution / active EE | $496 | $5,607-91.2% | $4,146-88.0% | $4,839-89.8% |
| Participant deferral / active EE | $2,270 | $4,496-49.5% | $3,838-40.9% | $6,342-64.2% |
| Admin fee / account holder | $41,118 | $8,032+411.9% | $6,560+526.8% | $12,315+233.9% |