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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 | $255,472 | $116,203+119.9% | $93,621+172.9% | $152,897+67.1% |
| Participation rate | 61.1% | 78.1%-16.9pp | 75.8%-14.7pp | 82.5%-21.3pp |
| Annual return | 26.07% | 35.96%-9.9pp | 32.76%-6.7pp | 345.43%-319.4pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,660 | $4,605-20.5% | $4,070-10.1% | $5,851-37.4% |
| Admin fee / account holder | $2,236 | $10,751-79.2% | $7,890-71.7% | $11,599-80.7% |