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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 | $275,806 | $104,937+162.8% | $84,628+225.9% | $152,897+80.4% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.5%-49.1pp |
| Annual return | 26.41% | 373.88%-347.5pp | 258.80%-232.4pp | 345.43%-319.0pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,423 | $4,690+15.6% | $3,900+39.0% | $5,851-7.3% |
| Admin fee / account holder | $828 | $6,243-86.7% | $4,914-83.2% | $11,599-92.9% |