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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 | $279,425 | $176,077+58.7% | $159,455+75.2% | $167,518+66.8% |
| Participation rate | 52.9% | 84.9%-32.0pp | 82.8%-29.9pp | 82.1%-29.2pp |
| Annual return | 15.09% | 331.83%-316.7pp | 263.63%-248.5pp | 478.71%-463.6pp |
| Employer contribution / active EE | $2,132 | $5,298-59.8% | $4,830-55.9% | $4,838-55.9% |
| Participant deferral / active EE | $5,191 | $7,751-33.0% | $7,353-29.4% | $6,342-18.2% |
| Admin fee / account holder | $2,541 | $12,556-79.8% | $10,800-76.5% | $12,312-79.4% |