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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 | $264,847 | $160,028+65.5% | $147,080+80.1% | $145,884+81.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 14.05% | 98.60%-84.6pp | 420.17%-406.1pp | 551.85%-537.8pp |
| Employer contribution / active EE | $6,866 | $5,286+29.9% | $4,933+39.2% | $4,662+47.3% |
| Participant deferral / active EE | $9,581 | $8,422+13.8% | $8,066+18.8% | $6,690+43.2% |
| Admin fee / account holder | $1,640 | $15,030-89.1% | $12,989-87.4% | $13,392-87.8% |