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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 | $282,331 | $160,070+76.4% | $147,117+91.9% | $145,897+93.5% |
| Participation rate | 63.2% | 84.0%-20.9pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 13.27% | 98.69%-85.4pp | 420.54%-407.3pp | 552.29%-539.0pp |
| Employer contribution / active EE | $2,750 | $5,285-48.0% | $4,932-44.2% | $4,663-41.0% |
| Participant deferral / active EE | $6,657 | $8,419-20.9% | $8,065-17.5% | $6,689-0.5% |
| Admin fee / account holder | $1,133 | $15,035-92.5% | $12,993-91.3% | $13,390-91.5% |