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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 | $288,990 | $160,028+80.6% | $147,080+96.5% | $145,884+98.1% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 15.52% | 98.60%-83.1pp | 420.17%-404.6pp | 551.85%-536.3pp |
| Employer contribution / active EE | $3,040 | $5,286-42.5% | $4,933-38.4% | $4,662-34.8% |
| Participant deferral / active EE | $8,526 | $8,422+1.2% | $8,066+5.7% | $6,690+27.5% |
| Admin fee / account holder | $1,657 | $15,030-89.0% | $12,989-87.2% | $13,392-87.6% |