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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 | $483,983 | $197,637+144.9% | $177,848+172.1% | $158,982+204.4% |
| Participation rate | 54.5% | 88.5%-34.0pp | 87.7%-33.2pp | 82.0%-27.4pp |
| Annual return | 16.39% | 58.77%-42.4pp | 48.33%-31.9pp | 302.99%-286.6pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,029 | $8,405-40.2% | $7,714-34.8% | $5,983-16.0% |
| Admin fee / account holder | $3,174 | $15,406-79.4% | $12,431-74.5% | $11,252-71.8% |