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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 | $292,585 | $160,070+82.8% | $147,117+98.9% | $145,897+100.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.02% | 98.69%-84.7pp | 420.54%-406.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,580 | $5,285-70.1% | $4,932-68.0% | $4,663-66.1% |
| Participant deferral / active EE | $6,522 | $8,419-22.5% | $8,065-19.1% | $6,689-2.5% |
| Admin fee / account holder | $2,176 | $15,035-85.5% | $12,993-83.3% | $13,390-83.8% |