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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 | $304,525 | $111,535+173.0% | $105,223+189.4% | $137,256+121.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 13.43% | 237.85%-224.4pp | 180.65%-167.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,880 | $5,500+25.1% | $5,072+35.6% | $6,407+7.4% |
| Admin fee / account holder | $5,981 | $9,721-38.5% | $8,859-32.5% | $12,270-51.3% |