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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 | $288,817 | $160,070+80.4% | $147,117+96.3% | $145,897+98.0% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 10.84% | 98.69%-87.8pp | 420.54%-409.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $2,266 | $5,285-57.1% | $4,932-54.1% | $4,663-51.4% |
| Participant deferral / active EE | $7,399 | $8,419-12.1% | $8,065-8.3% | $6,689+10.6% |
| Admin fee / account holder | $29,968 | $15,035+99.3% | $12,993+130.6% | $13,390+123.8% |