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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 | $388,345 | $160,070+142.6% | $147,117+164.0% | $145,897+166.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.77% | 98.69%-81.9pp | 420.54%-403.8pp | 552.29%-535.5pp |
| Employer contribution / active EE | $2,128 | $5,285-59.7% | $4,932-56.9% | $4,663-54.4% |
| Participant deferral / active EE | $4,535 | $8,419-46.1% | $8,065-43.8% | $6,689-32.2% |
| Admin fee / account holder | $939 | $15,035-93.8% | $12,993-92.8% | $13,390-93.0% |