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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 | $305,008 | $160,028+90.6% | $147,080+107.4% | $145,884+109.1% |
| Participation rate | 35.0% | 84.0%-49.0pp | 82.2%-47.2pp | 80.3%-45.3pp |
| Annual return | 15.12% | 98.60%-83.5pp | 420.17%-405.0pp | 551.85%-536.7pp |
| Employer contribution / active EE | $1,289 | $5,286-75.6% | $4,933-73.9% | $4,662-72.3% |
| Participant deferral / active EE | $4,141 | $8,422-50.8% | $8,066-48.7% | $6,690-38.1% |
| Admin fee / account holder | $1,369 | $15,030-90.9% | $12,989-89.5% | $13,392-89.8% |