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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 | $474,303 | $160,070+196.3% | $147,117+222.4% | $145,897+225.1% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 15.89% | 98.69%-82.8pp | 420.54%-404.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $1,100 | $5,285-79.2% | $4,932-77.7% | $4,663-76.4% |
| Participant deferral / active EE | $8,833 | $8,419+4.9% | $8,065+9.5% | $6,689+32.1% |
| Admin fee / account holder | $2,783 | $15,035-81.5% | $12,993-78.6% | $13,390-79.2% |