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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 | $302,097 | $160,028+88.8% | $147,080+105.4% | $145,884+107.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.42% | 98.60%-85.2pp | 420.17%-406.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $5,040 | $5,286-4.6% | $4,933+2.2% | $4,662+8.1% |
| Participant deferral / active EE | $8,820 | $8,422+4.7% | $8,066+9.3% | $6,690+31.8% |
| Admin fee / account holder | $3,004 | $15,030-80.0% | $12,989-76.9% | $13,392-77.6% |