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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 | $160,040+82.8% | $147,096+98.9% | $145,877+100.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.02% | 98.49%-84.5pp | 419.75%-405.7pp | 551.28%-537.3pp |
| Employer contribution / active EE | $1,580 | $5,289-70.1% | $4,936-68.0% | $4,663-66.1% |
| Participant deferral / active EE | $6,522 | $8,429-22.6% | $8,071-19.2% | $6,691-2.5% |
| Admin fee / account holder | $2,176 | $15,050-85.5% | $13,005-83.3% | $13,402-83.8% |