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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 | $291,853 | $100,203+191.3% | $85,240+242.4% | $145,897+100.0% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 12.49% | 84.28%-71.8pp | 66.75%-54.3pp | 552.29%-539.8pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,312 | $5,299+19.1% | $4,527+39.4% | $6,689-5.6% |
| Admin fee / account holder | $5,983 | $7,265-17.6% | $6,165-2.9% | $13,390-55.3% |