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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 | $434,366 | $176,077+146.7% | $159,455+172.4% | $167,518+159.3% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 16.12% | 331.83%-315.7pp | 263.63%-247.5pp | 478.71%-462.6pp |
| Employer contribution / active EE | $2,897 | $5,298-45.3% | $4,830-40.0% | $4,838-40.1% |
| Participant deferral / active EE | $7,683 | $7,751-0.9% | $7,353+4.5% | $6,342+21.2% |
| Admin fee / account holder | $5,525 | $12,556-56.0% | $10,800-48.8% | $12,312-55.1% |