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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 | $494,006 | $165,399+198.7% | $149,745+229.9% | $158,982+210.7% |
| Participation rate | 30.0% | 84.6%-54.6pp | 82.5%-52.5pp | 82.0%-52.0pp |
| Annual return | 24.76% | 348.34%-323.6pp | 276.72%-252.0pp | 302.99%-278.2pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,037 | $7,183-43.8% | $6,843-41.0% | $5,983-32.5% |
| Admin fee / account holder | $5,673 | $10,811-47.5% | $9,312-39.1% | $11,252-49.6% |