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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 | $453,906 | $160,040+183.6% | $147,096+208.6% | $145,877+211.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 20.93% | 98.49%-77.6pp | 419.75%-398.8pp | 551.28%-530.4pp |
| Employer contribution / active EE | $1,189 | $5,289-77.5% | $4,936-75.9% | $4,663-74.5% |
| Participant deferral / active EE | $5,083 | $8,429-39.7% | $8,071-37.0% | $6,691-24.0% |
| Admin fee / account holder | $540 | $15,050-96.4% | $13,005-95.9% | $13,402-96.0% |