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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 | $464,409 | $160,070+190.1% | $147,117+215.7% | $145,897+218.3% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 11.28% | 98.69%-87.4pp | 420.54%-409.3pp | 552.29%-541.0pp |
| Employer contribution / active EE | $14,286 | $5,285+170.3% | $4,932+189.6% | $4,663+206.4% |
| Participant deferral / active EE | $10,543 | $8,419+25.2% | $8,065+30.7% | $6,689+57.6% |
| Admin fee / account holder | $4,381 | $15,035-70.9% | $12,993-66.3% | $13,390-67.3% |