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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 | $369,584 | $178,174+107.4% | $156,181+136.6% | $137,256+169.3% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.8%-16.3pp | 80.0%-17.5pp |
| Annual return | 12.75% | 84.19%-71.4pp | 64.87%-52.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,225 | $6,888-24.1% | $6,132-14.8% | $6,407-18.4% |
| Admin fee / account holder | $13,624 | $17,404-21.7% | $14,586-6.6% | $12,270+11.0% |