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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 | $290,733 | $160,040+81.7% | $147,096+97.6% | $145,877+99.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.41% | 98.49%-87.1pp | 419.75%-408.3pp | 551.28%-539.9pp |
| Employer contribution / active EE | $6,342 | $5,289+19.9% | $4,936+28.5% | $4,663+36.0% |
| Participant deferral / active EE | $17,833 | $8,429+111.6% | $8,071+121.0% | $6,691+166.5% |
| Admin fee / account holder | $6,871 | $15,050-54.3% | $13,005-47.2% | $13,402-48.7% |