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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 | $300,439 | $159,978+87.8% | $147,041+104.3% | $145,978+105.8% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.7pp | 80.3%-11.9pp |
| Annual return | 9.84% | 98.36%-88.5pp | 419.21%-409.4pp | 550.52%-540.7pp |
| Employer contribution / active EE | $1,523 | $5,288-71.2% | $4,935-69.1% | $4,662-67.3% |
| Participant deferral / active EE | $4,992 | $8,429-40.8% | $8,071-38.1% | $6,690-25.4% |
| Admin fee / account holder | $28,221 | $15,053+87.5% | $13,006+117.0% | $13,400+110.6% |