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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 | $270,165 | $165,351+63.4% | $149,710+80.5% | $158,931+70.0% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 10.35% | 348.19%-337.8pp | 276.63%-266.3pp | 302.86%-292.5pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,980 | $7,181+11.1% | $6,842+16.6% | $5,982+33.4% |
| Admin fee / account holder | $29,059 | $10,807+168.9% | $9,309+212.2% | $11,247+158.4% |