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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 | $309,924 | $108,911+184.6% | $100,392+208.7% | $145,884+112.4% |
| Participation rate | 58.8% | 83.0%-24.1pp | 81.5%-22.7pp | 80.3%-21.5pp |
| Annual return | 12.73% | 58.23%-45.5pp | 49.45%-36.7pp | 551.85%-539.1pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $17,224 | $8,459+103.6% | $8,090+112.9% | $6,690+157.5% |
| Admin fee / account holder | $793 | $9,698-91.8% | $7,904-90.0% | $13,392-94.1% |