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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 | $312,401 | $88,815+251.7% | $81,882+281.5% | $145,897+114.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 11.23% | 1033.75%-1022.5pp | 779.47%-768.2pp | 552.29%-541.1pp |
| Employer contribution / active EE | $8,574 | $3,086+177.8% | $2,916+194.0% | $4,663+83.9% |
| Participant deferral / active EE | $10,025 | $4,647+115.7% | $4,323+131.9% | $6,689+49.9% |
| Admin fee / account holder | $304 | $8,434-96.4% | $7,360-95.9% | $13,390-97.7% |