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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 | $297,376 | $166,268+78.9% | $165,100+80.1% | $145,897+103.8% |
| Participation rate | 58.8% | 82.0%-23.2pp | 78.6%-19.8pp | 80.3%-21.5pp |
| Annual return | 12.72% | 100.52%-87.8pp | 70.21%-57.5pp | 552.29%-539.6pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,645 | $6,964-47.7% | $6,035-39.6% | $6,689-45.5% |
| Admin fee / account holder | $12,007 | $16,659-27.9% | $12,696-5.4% | $13,390-10.3% |