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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 | $269,575 | $160,028+68.5% | $147,080+83.3% | $145,884+84.8% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 14.33% | 98.60%-84.3pp | 420.17%-405.8pp | 551.85%-537.5pp |
| Employer contribution / active EE | $2,495 | $5,286-52.8% | $4,933-49.4% | $4,662-46.5% |
| Participant deferral / active EE | $4,867 | $8,422-42.2% | $8,066-39.7% | $6,690-27.2% |
| Admin fee / account holder | $7,011 | $15,030-53.4% | $12,989-46.0% | $13,392-47.6% |