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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 | $257,009 | $168,635+52.4% | $147,617+74.1% | $125,389+105.0% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | 0.00% | 77.65%-77.7pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $3,333 | $6,252-46.7% | $5,564-40.1% | $4,866-31.5% |
| Participant deferral / active EE | $5,347 | $5,507-2.9% | $4,895+9.2% | $5,352-0.1% |
| Admin fee / account holder | $17,130 | $13,580+26.1% | $11,612+47.5% | $9,541+79.5% |