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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 | $114,119+166.8% | $107,187+184.1% | $138,895+119.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 13.43% | 273.21%-259.8pp | 204.55%-191.1pp | 145.39%-132.0pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,880 | $5,538+24.2% | $5,096+35.0% | $6,396+7.6% |
| Admin fee / account holder | $5,981 | $10,024-40.3% | $9,162-34.7% | $12,562-52.4% |