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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 | $460,599 | $160,040+187.8% | $147,096+213.1% | $145,877+215.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 17.72% | 98.49%-80.8pp | 419.75%-402.0pp | 551.28%-533.6pp |
| Employer contribution / active EE | $2,762 | $5,289-47.8% | $4,936-44.1% | $4,663-40.8% |
| Participant deferral / active EE | $20,430 | $8,429+142.4% | $8,071+153.1% | $6,691+205.3% |
| Admin fee / account holder | $4,796 | $15,050-68.1% | $13,005-63.1% | $13,402-64.2% |