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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 | $301,092 | $148,629+102.6% | $135,982+121.4% | $139,487+115.9% |
| Participation rate | 11.1% | 83.9%-72.8pp | 81.9%-70.8pp | 80.3%-69.2pp |
| Annual return | 22.21% | 79.33%-57.1pp | 68.32%-46.1pp | 373.84%-351.6pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,265 | $8,102-59.7% | $7,760-57.9% | $6,713-51.4% |
| Admin fee / account holder | $28,704 | $12,406+131.4% | $10,767+166.6% | $11,407+151.6% |