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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 | $308,694 | $196,972+56.7% | $182,262+69.4% | $198,609+55.4% |
| Participation rate | 55.6% | 85.7%-30.1pp | 84.2%-28.7pp | 82.4%-26.8pp |
| Annual return | 13.04% | 158.27%-145.2pp | 140.60%-127.6pp | 202.70%-189.7pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,435 | $8,643-37.1% | $8,276-34.3% | $6,977-22.1% |
| Admin fee / account holder | $14,453 | $18,429-21.6% | $16,712-13.5% | $19,030-24.1% |