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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 | $271,778 | $160,040+69.8% | $147,096+84.8% | $145,877+86.3% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 40.70% | 98.49%-57.8pp | 419.75%-379.1pp | 551.28%-510.6pp |
| Employer contribution / active EE | $3,306 | $5,289-37.5% | $4,936-33.0% | $4,663-29.1% |
| Participant deferral / active EE | $8,940 | $8,429+6.1% | $8,071+10.8% | $6,691+33.6% |
| Admin fee / account holder | $57,731 | $15,050+283.6% | $13,005+343.9% | $13,402+330.8% |