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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 | $268,690 | $160,028+67.9% | $147,080+82.7% | $145,884+84.2% |
| Participation rate | 55.0% | 84.0%-29.0pp | 82.2%-27.2pp | 80.3%-25.3pp |
| Annual return | 25.30% | 98.60%-73.3pp | 420.17%-394.9pp | 551.85%-526.5pp |
| Employer contribution / active EE | $1,460 | $5,286-72.4% | $4,933-70.4% | $4,662-68.7% |
| Participant deferral / active EE | $4,923 | $8,422-41.5% | $8,066-39.0% | $6,690-26.4% |
| Admin fee / account holder | $4,041 | $15,030-73.1% | $12,989-68.9% | $13,392-69.8% |