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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 | $300,309 | $160,028+87.7% | $147,080+104.2% | $145,884+105.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.09% | 98.60%-86.5pp | 420.17%-408.1pp | 551.85%-539.8pp |
| Employer contribution / active EE | $15,845 | $5,286+199.8% | $4,933+221.2% | $4,662+239.9% |
| Participant deferral / active EE | $7,667 | $8,422-9.0% | $8,066-5.0% | $6,690+14.6% |
| Admin fee / account holder | $1,361 | $15,030-90.9% | $12,989-89.5% | $13,392-89.8% |