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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 | $292,323 | $160,028+82.7% | $147,080+98.8% | $145,884+100.4% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-13.0pp | 80.3%-11.1pp |
| Annual return | 12.23% | 98.60%-86.4pp | 420.17%-407.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $16,309 | $5,286+208.5% | $4,933+230.6% | $4,662+249.8% |
| Participant deferral / active EE | $10,856 | $8,422+28.9% | $8,066+34.6% | $6,690+62.3% |
| Admin fee / account holder | $16,014 | $15,030+6.5% | $12,989+23.3% | $13,392+19.6% |