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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 | $289,762 | $160,040+81.1% | $147,096+97.0% | $145,877+98.6% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 15.33% | 98.49%-83.2pp | 419.75%-404.4pp | 551.28%-536.0pp |
| Employer contribution / active EE | $1,466 | $5,289-72.3% | $4,936-70.3% | $4,663-68.6% |
| Participant deferral / active EE | $3,838 | $8,429-54.5% | $8,071-52.4% | $6,691-42.6% |
| Admin fee / account holder | $2,861 | $15,050-81.0% | $13,005-78.0% | $13,402-78.7% |