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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 | $339,223 | $160,070+111.9% | $147,117+130.6% | $145,897+132.5% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 10.70% | 98.69%-88.0pp | 420.54%-409.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,774 | $5,285-66.4% | $4,932-64.0% | $4,663-62.0% |
| Participant deferral / active EE | $7,727 | $8,419-8.2% | $8,065-4.2% | $6,689+15.5% |
| Admin fee / account holder | $1,460 | $15,035-90.3% | $12,993-88.8% | $13,390-89.1% |