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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 | $293,702 | $160,040+83.5% | $147,096+99.7% | $145,877+101.3% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 16.44% | 98.49%-82.1pp | 419.75%-403.3pp | 551.28%-534.8pp |
| Employer contribution / active EE | $3,113 | $5,289-41.1% | $4,936-36.9% | $4,663-33.2% |
| Participant deferral / active EE | $8,535 | $8,429+1.3% | $8,071+5.7% | $6,691+27.6% |
| Admin fee / account holder | $1,495 | $15,050-90.1% | $13,005-88.5% | $13,402-88.8% |