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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 | $275,854 | $160,040+72.4% | $147,096+87.5% | $145,877+89.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.42% | 98.49%-86.1pp | 419.75%-407.3pp | 551.28%-538.9pp |
| Employer contribution / active EE | $2,051 | $5,289-61.2% | $4,936-58.4% | $4,663-56.0% |
| Participant deferral / active EE | $12,741 | $8,429+51.2% | $8,071+57.9% | $6,691+90.4% |
| Admin fee / account holder | $13,729 | $15,050-8.8% | $13,005+5.6% | $13,402+2.4% |