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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 | $160,028+142.7% | $147,080+164.0% | $145,884+166.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.77% | 98.60%-81.8pp | 420.17%-403.4pp | 551.85%-535.1pp |
| Employer contribution / active EE | $2,128 | $5,286-59.7% | $4,933-56.9% | $4,662-54.4% |
| Participant deferral / active EE | $4,535 | $8,422-46.2% | $8,066-43.8% | $6,690-32.2% |
| Admin fee / account holder | $939 | $15,030-93.8% | $12,989-92.8% | $13,392-93.0% |