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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 | $259,886 | $160,028+62.4% | $147,080+76.7% | $145,884+78.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.44% | 98.60%-87.2pp | 420.17%-408.7pp | 551.85%-540.4pp |
| Employer contribution / active EE | $2,687 | $5,286-49.2% | $4,933-45.5% | $4,662-42.4% |
| Participant deferral / active EE | $5,349 | $8,422-36.5% | $8,066-33.7% | $6,690-20.0% |
| Admin fee / account holder | $4,477 | $15,030-70.2% | $12,989-65.5% | $13,392-66.6% |