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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 | $284,868 | $108,695+162.1% | $74,722+281.2% | $152,897+86.3% |
| Participation rate | 41.7% | 65.4%-23.7pp | 54.5%-12.8pp | 82.5%-40.8pp |
| Annual return | 37.82% | 114.11%-76.3pp | 753.11%-715.3pp | 345.43%-307.6pp |
| Employer contribution / active EE | $995 | $1,504-33.9% | $1,084-8.3% | $4,764-79.1% |
| Participant deferral / active EE | $3,117 | $2,712+14.9% | $1,963+58.8% | $5,851-46.7% |
| Admin fee / account holder | $4,099 | $4,906-16.5% | $3,335+22.9% | $11,599-64.7% |