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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 | $160,040+74.4% | $147,096+89.8% | $145,877+91.3% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 11.75% | 98.49%-86.7pp | 419.75%-408.0pp | 551.28%-539.5pp |
| Employer contribution / active EE | $2,442 | $5,289-53.8% | $4,936-50.5% | $4,663-47.6% |
| Participant deferral / active EE | $6,350 | $8,429-24.7% | $8,071-21.3% | $6,691-5.1% |
| Admin fee / account holder | $702 | $15,050-95.3% | $13,005-94.6% | $13,402-94.8% |