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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 | $269,585 | $159,934+68.6% | $147,005+83.4% | $145,959+84.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 14.69% | 98.24%-83.6pp | 418.76%-404.1pp | 561.95%-547.3pp |
| Employer contribution / active EE | $9,200 | $5,287+74.0% | $4,934+86.4% | $4,661+97.4% |
| Participant deferral / active EE | $20,146 | $8,427+139.1% | $8,070+149.7% | $6,689+201.2% |
| Admin fee / account holder | $1,049 | $15,053-93.0% | $13,006-91.9% | $13,398-92.2% |