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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 | $275,382 | $154,193+78.6% | $130,045+111.8% | $139,466+97.5% |
| Participation rate | 68.4% | 82.0%-13.5pp | 78.5%-10.1pp | 80.3%-11.9pp |
| Annual return | 19.63% | 32.51%-12.9pp | -137.30%+156.9pp | 373.66%-354.0pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,021 | $6,709-10.3% | $5,820+3.4% | $6,712-10.3% |
| Admin fee / account holder | $45,828 | $13,989+227.6% | $10,600+332.3% | $11,409+301.7% |