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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 | $304,616 | $159,934+90.5% | $147,005+107.2% | $145,959+108.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 22.30% | 98.24%-75.9pp | 418.76%-396.5pp | 561.95%-539.7pp |
| Employer contribution / active EE | $2,911 | $5,287-44.9% | $4,934-41.0% | $4,661-37.5% |
| Participant deferral / active EE | $8,185 | $8,427-2.9% | $8,070+1.4% | $6,689+22.4% |
| Admin fee / account holder | $21,432 | $15,053+42.4% | $13,006+64.8% | $13,398+60.0% |