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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 | $392,464 | $108,942+260.3% | $100,415+290.8% | $145,897+169.0% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.9pp | 80.3%-13.6pp |
| Annual return | 18.74% | 58.27%-39.5pp | 49.47%-30.7pp | 552.29%-533.5pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,833 | $8,461+4.4% | $8,091+9.2% | $6,689+32.1% |
| Admin fee / account holder | $876 | $9,702-91.0% | $7,906-88.9% | $13,390-93.5% |