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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 | $411,028 | $160,070+156.8% | $147,117+179.4% | $145,897+181.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.42% | 98.69%-82.3pp | 420.54%-404.1pp | 552.29%-535.9pp |
| Employer contribution / active EE | $2,123 | $5,285-59.8% | $4,932-57.0% | $4,663-54.5% |
| Participant deferral / active EE | $8,790 | $8,419+4.4% | $8,065+9.0% | $6,689+31.4% |
| Admin fee / account holder | $48,232 | $15,035+220.8% | $12,993+271.2% | $13,390+260.2% |