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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 | $252,618 | $160,070+57.8% | $147,117+71.7% | $145,897+73.1% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 19.42% | 98.69%-79.3pp | 420.54%-401.1pp | 552.29%-532.9pp |
| Employer contribution / active EE | $3,261 | $5,285-38.3% | $4,932-33.9% | $4,663-30.1% |
| Participant deferral / active EE | $4,060 | $8,419-51.8% | $8,065-49.7% | $6,689-39.3% |
| Admin fee / account holder | $32,449 | $15,035+115.8% | $12,993+149.8% | $13,390+142.3% |