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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 | $414,542 | $197,637+109.7% | $177,848+133.1% | $158,982+160.7% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.7%-25.2pp | 82.0%-19.5pp |
| Annual return | 23.12% | 58.77%-35.6pp | 48.33%-25.2pp | 302.99%-279.9pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,619 | $8,405-21.2% | $7,714-14.2% | $5,983+10.6% |
| Admin fee / account holder | $732 | $15,406-95.3% | $12,431-94.1% | $11,252-93.5% |