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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 | $335,227 | $166,268+101.6% | $165,100+103.0% | $145,897+129.8% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 14.51% | 100.52%-86.0pp | 70.21%-55.7pp | 552.29%-537.8pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,559 | $6,964-20.2% | $6,035-7.9% | $6,689-16.9% |
| Admin fee / account holder | $11,900 | $16,659-28.6% | $12,696-6.3% | $13,390-11.1% |