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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 | $314,734 | $159,978+96.7% | $147,041+114.0% | $145,978+115.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.45% | 98.36%-84.9pp | 419.21%-405.8pp | 550.52%-537.1pp |
| Employer contribution / active EE | $2,679 | $5,288-49.3% | $4,935-45.7% | $4,662-42.5% |
| Participant deferral / active EE | $6,865 | $8,429-18.6% | $8,071-14.9% | $6,690+2.6% |
| Admin fee / account holder | $19,250 | $15,053+27.9% | $13,006+48.0% | $13,400+43.7% |