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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 | $335,038 | $180,749+85.4% | $160,784+108.4% | $137,256+144.1% |
| Participation rate | 44.4% | 80.0%-35.5pp | 77.0%-32.5pp | 80.0%-35.5pp |
| Annual return | 14.52% | 2234.46%-2219.9pp | 1803.92%-1789.4pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,751 | $4,155-33.8% | $3,733-26.3% | $4,156-33.8% |
| Participant deferral / active EE | $4,558 | $6,844-33.4% | $6,293-27.6% | $6,407-28.9% |
| Admin fee / account holder | $1,857 | $10,397-82.1% | $9,717-80.9% | $12,270-84.9% |