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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 | $279,133 | $160,070+74.4% | $147,117+89.7% | $145,897+91.3% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.8pp |
| Annual return | 11.75% | 98.69%-86.9pp | 420.54%-408.8pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,442 | $5,285-53.8% | $4,932-50.5% | $4,663-47.6% |
| Participant deferral / active EE | $6,350 | $8,419-24.6% | $8,065-21.3% | $6,689-5.1% |
| Admin fee / account holder | $702 | $15,035-95.3% | $12,993-94.6% | $13,390-94.8% |