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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 | $284,167 | $175,259+62.1% | $149,723+89.8% | $139,487+103.7% |
| Participation rate | 56.3% | 83.4%-27.1pp | 78.8%-22.5pp | 80.3%-24.1pp |
| Annual return | 24.26% | 166.82%-142.6pp | 134.50%-110.2pp | 373.84%-349.6pp |
| Employer contribution / active EE | $2,122 | $5,478-61.3% | $4,821-56.0% | $4,755-55.4% |
| Participant deferral / active EE | $4,753 | $6,522-27.1% | $5,682-16.4% | $6,713-29.2% |
| Admin fee / account holder | $2,939 | $16,158-81.8% | $13,215-77.8% | $11,407-74.2% |