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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 | $257,267 | $105,145+144.7% | $94,664+171.8% | $139,466+84.5% |
| Participation rate | 61.5% | 82.4%-20.8pp | 80.8%-19.3pp | 80.3%-18.8pp |
| Annual return | 18.80% | 38.09%-19.3pp | 156.84%-138.0pp | 373.66%-354.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,819 | $7,599+29.2% | $7,417+32.4% | $6,712+46.3% |
| Admin fee / account holder | $1,096 | $8,972-87.8% | $7,222-84.8% | $11,409-90.4% |