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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 | $254,320 | $159,978+59.0% | $147,041+73.0% | $145,978+74.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.00% | 98.36%-86.4pp | 419.21%-407.2pp | 550.52%-538.5pp |
| Employer contribution / active EE | $2,650 | $5,288-49.9% | $4,935-46.3% | $4,662-43.2% |
| Participant deferral / active EE | $9,173 | $8,429+8.8% | $8,071+13.7% | $6,690+37.1% |
| Admin fee / account holder | $3,176 | $15,053-78.9% | $13,006-75.6% | $13,400-76.3% |