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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 | $260,681 | $160,028+62.9% | $147,080+77.2% | $145,884+78.7% |
| Participation rate | 52.2% | 84.0%-31.8pp | 82.2%-30.0pp | 80.3%-28.1pp |
| Annual return | 14.61% | 98.60%-84.0pp | 420.17%-405.6pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,169 | $5,286-59.0% | $4,933-56.0% | $4,662-53.5% |
| Participant deferral / active EE | $3,978 | $8,422-52.8% | $8,066-50.7% | $6,690-40.5% |
| Admin fee / account holder | $7,802 | $15,030-48.1% | $12,989-39.9% | $13,392-41.7% |