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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 | $295,403 | $160,070+84.5% | $147,117+100.8% | $145,897+102.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 15.67% | 98.69%-83.0pp | 420.54%-404.9pp | 552.29%-536.6pp |
| Employer contribution / active EE | $1,288 | $5,285-75.6% | $4,932-73.9% | $4,663-72.4% |
| Participant deferral / active EE | $7,954 | $8,419-5.5% | $8,065-1.4% | $6,689+18.9% |
| Admin fee / account holder | $426 | $15,035-97.2% | $12,993-96.7% | $13,390-96.8% |