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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 | $304,045 | $160,070+89.9% | $147,117+106.7% | $145,897+108.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 17.34% | 98.69%-81.3pp | 420.54%-403.2pp | 552.29%-534.9pp |
| Employer contribution / active EE | $3,080 | $5,285-41.7% | $4,932-37.6% | $4,663-33.9% |
| Participant deferral / active EE | $9,748 | $8,419+15.8% | $8,065+20.9% | $6,689+45.7% |
| Admin fee / account holder | $3,044 | $15,035-79.8% | $12,993-76.6% | $13,390-77.3% |