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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 | $290,258 | $159,978+81.4% | $147,041+97.4% | $145,978+98.8% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 14.22% | 98.36%-84.1pp | 419.21%-405.0pp | 550.52%-536.3pp |
| Employer contribution / active EE | $1,262 | $5,288-76.1% | $4,935-74.4% | $4,662-72.9% |
| Participant deferral / active EE | $5,548 | $8,429-34.2% | $8,071-31.3% | $6,690-17.1% |
| Admin fee / account holder | $98,676 | $15,053+555.5% | $13,006+658.7% | $13,400+636.4% |