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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 | $318,327 | $169,161+88.2% | $129,295+146.2% | $145,959+118.1% |
| Participation rate | 54.5% | 76.5%-21.9pp | 69.6%-15.1pp | 80.3%-25.7pp |
| Annual return | 13.99% | 14348.07%-14334.1pp | 9429.28%-9415.3pp | 561.95%-548.0pp |
| Employer contribution / active EE | $1,154 | $5,543-79.2% | $4,157-72.3% | $4,661-75.3% |
| Participant deferral / active EE | $2,014 | $4,989-59.6% | $4,169-51.7% | $6,689-69.9% |
| Admin fee / account holder | $32,338 | $9,878+227.4% | $7,665+321.9% | $13,398+141.4% |