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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 | $319,398 | $160,028+99.6% | $147,080+117.2% | $145,884+118.9% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 15.10% | 98.60%-83.5pp | 420.17%-405.1pp | 551.85%-536.7pp |
| Employer contribution / active EE | $2,227 | $5,286-57.9% | $4,933-54.9% | $4,662-52.2% |
| Participant deferral / active EE | $7,903 | $8,422-6.2% | $8,066-2.0% | $6,690+18.1% |
| Admin fee / account holder | $1,528 | $15,030-89.8% | $12,989-88.2% | $13,392-88.6% |