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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 | $308,406 | $109,905+180.6% | $98,506+213.1% | $167,553+84.1% |
| Participation rate | 65.2% | 75.8%-10.6pp | 73.3%-8.1pp | 82.1%-16.9pp |
| Annual return | 13.53% | 1960.20%-1946.7pp | 1494.92%-1481.4pp | 478.89%-465.4pp |
| Employer contribution / active EE | $1,730 | $3,226-46.4% | $2,961-41.6% | $4,840-64.3% |
| Participant deferral / active EE | $6,096 | $4,674+30.4% | $4,277+42.5% | $6,343-3.9% |
| Admin fee / account holder | $2,287 | $6,760-66.2% | $5,955-61.6% | $12,316-81.4% |