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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 | $391,935 | $157,296+149.2% | $141,191+177.6% | $152,897+156.3% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 20.45% | 64.34%-43.9pp | 71.41%-51.0pp | 345.43%-325.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,927 | $7,111-30.7% | $6,710-26.6% | $5,851-15.8% |
| Admin fee / account holder | $27,913 | $12,125+130.2% | $10,264+171.9% | $11,599+140.6% |