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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 | $427,051 | $154,209+176.9% | $130,062+228.3% | $139,487+206.2% |
| Participation rate | 61.5% | 82.0%-20.4pp | 78.5%-17.0pp | 80.3%-18.8pp |
| Annual return | 41.57% | 32.52%+9.0pp | -137.37%+178.9pp | 373.84%-332.3pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,543 | $6,709-2.5% | $5,821+12.4% | $6,713-2.5% |
| Admin fee / account holder | $1,088 | $13,988-92.2% | $10,601-89.7% | $11,407-90.5% |