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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 | $320,975 | $159,978+100.6% | $147,041+118.3% | $145,978+119.9% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 13.46% | 98.36%-84.9pp | 419.21%-405.7pp | 550.52%-537.1pp |
| Employer contribution / active EE | $1,040 | $5,288-80.3% | $4,935-78.9% | $4,662-77.7% |
| Participant deferral / active EE | $5,410 | $8,429-35.8% | $8,071-33.0% | $6,690-19.1% |
| Admin fee / account holder | $4,583 | $15,053-69.6% | $13,006-64.8% | $13,400-65.8% |