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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 | $258,412 | $160,040+61.5% | $147,096+75.7% | $145,877+77.1% |
| Participation rate | 36.4% | 84.0%-47.7pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 9.81% | 98.49%-88.7pp | 419.75%-409.9pp | 551.28%-541.5pp |
| Employer contribution / active EE | $1,381 | $5,289-73.9% | $4,936-72.0% | $4,663-70.4% |
| Participant deferral / active EE | $5,502 | $8,429-34.7% | $8,071-31.8% | $6,691-17.8% |
| Admin fee / account holder | $2,806 | $15,050-81.4% | $13,005-78.4% | $13,402-79.1% |