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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 | $265,182 | $166,268+59.5% | $165,100+60.6% | $145,897+81.8% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.6%-14.3pp | 80.3%-16.0pp |
| Annual return | 15.52% | 100.52%-85.0pp | 70.21%-54.7pp | 552.29%-536.8pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,375 | $6,964+49.0% | $6,035+71.9% | $6,689+55.1% |
| Admin fee / account holder | $949 | $16,659-94.3% | $12,696-92.5% | $13,390-92.9% |