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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 | $334,705 | $176,077+90.1% | $159,455+109.9% | $167,518+99.8% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 10.99% | 331.83%-320.8pp | 263.63%-252.6pp | 478.71%-467.7pp |
| Employer contribution / active EE | $1,933 | $5,298-63.5% | $4,830-60.0% | $4,838-60.0% |
| Participant deferral / active EE | $3,250 | $7,751-58.1% | $7,353-55.8% | $6,342-48.8% |
| Admin fee / account holder | $8,284 | $12,556-34.0% | $10,800-23.3% | $12,312-32.7% |