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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 | $290,864 | $160,040+81.7% | $147,096+97.7% | $145,877+99.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.17% | 98.49%-85.3pp | 419.75%-406.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,538 | $8,429-46.2% | $8,071-43.8% | $6,691-32.2% |
| Admin fee / account holder | $1,239 | $15,050-91.8% | $13,005-90.5% | $13,402-90.8% |