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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 | $280,141 | $160,028+75.1% | $147,080+90.5% | $145,884+92.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 23.68% | 98.60%-74.9pp | 420.17%-396.5pp | 551.85%-528.2pp |
| Employer contribution / active EE | $2,758 | $5,286-47.8% | $4,933-44.1% | $4,662-40.8% |
| Participant deferral / active EE | $5,049 | $8,422-40.0% | $8,066-37.4% | $6,690-24.5% |
| Admin fee / account holder | $1,177 | $15,030-92.2% | $12,989-90.9% | $13,392-91.2% |