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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 | $410,012 | $160,028+156.2% | $147,080+178.8% | $145,884+181.1% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 10.22% | 98.60%-88.4pp | 420.17%-409.9pp | 551.85%-541.6pp |
| Employer contribution / active EE | $14,515 | $5,286+174.6% | $4,933+194.2% | $4,662+211.3% |
| Participant deferral / active EE | $8,597 | $8,422+2.1% | $8,066+6.6% | $6,690+28.5% |
| Admin fee / account holder | $1,231 | $15,030-91.8% | $12,989-90.5% | $13,392-90.8% |