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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 | $288,454 | $80,812+256.9% | $160,784+79.4% | $82,448+249.9% |
| Participation rate | 34.4% | 66.2%-31.9pp | 77.0%-42.6pp | 68.1%-33.7pp |
| Annual return | 14.99% | 100.59%-85.6pp | 1803.92%-1788.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,971 | $4,335+14.7% | $6,293-21.0% | $4,139+20.1% |
| Admin fee / account holder | $534 | $7,695-93.1% | $9,717-94.5% | $7,234-92.6% |