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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 | $289,436 | $160,070+80.8% | $147,117+96.7% | $145,897+98.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.00% | 98.69%-83.7pp | 420.54%-405.5pp | 552.29%-537.3pp |
| Employer contribution / active EE | $1,145 | $5,285-78.3% | $4,932-76.8% | $4,663-75.4% |
| Participant deferral / active EE | $8,443 | $8,419+0.3% | $8,065+4.7% | $6,689+26.2% |
| Admin fee / account holder | $2,031 | $15,035-86.5% | $12,993-84.4% | $13,390-84.8% |