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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 | $260,377 | $160,028+62.7% | $147,080+77.0% | $145,884+78.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.23% | 98.60%-88.4pp | 420.17%-409.9pp | 551.85%-541.6pp |
| Employer contribution / active EE | $1,581 | $5,286-70.1% | $4,933-68.0% | $4,662-66.1% |
| Participant deferral / active EE | $4,224 | $8,422-49.9% | $8,066-47.6% | $6,690-36.9% |
| Admin fee / account holder | $2,022 | $15,030-86.6% | $12,989-84.4% | $13,392-84.9% |