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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 | $312,448 | $160,070+95.2% | $147,117+112.4% | $145,897+114.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.83% | 98.69%-86.9pp | 420.54%-408.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,982 | $5,285-43.6% | $4,932-39.6% | $4,663-36.1% |
| Participant deferral / active EE | $7,300 | $8,419-13.3% | $8,065-9.5% | $6,689+9.1% |
| Admin fee / account holder | $7,277 | $15,035-51.6% | $12,993-44.0% | $13,390-45.7% |