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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 | $300,546 | $160,040+87.8% | $147,096+104.3% | $145,877+106.0% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 18.91% | 98.49%-79.6pp | 419.75%-400.8pp | 551.28%-532.4pp |
| Employer contribution / active EE | $2,829 | $5,289-46.5% | $4,936-42.7% | $4,663-39.3% |
| Participant deferral / active EE | $4,794 | $8,429-43.1% | $8,071-40.6% | $6,691-28.3% |
| Admin fee / account holder | $1,230 | $15,050-91.8% | $13,005-90.5% | $13,402-90.8% |