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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 | $165,351+198.8% | $149,710+230.0% | $158,931+210.8% |
| Participation rate | 30.0% | 84.6%-54.6pp | 82.5%-52.5pp | 82.0%-52.0pp |
| Annual return | 24.76% | 348.19%-323.4pp | 276.63%-251.9pp | 302.86%-278.1pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,037 | $7,181-43.8% | $6,842-41.0% | $5,982-32.5% |
| Admin fee / account holder | $5,673 | $10,807-47.5% | $9,309-39.1% | $11,247-49.6% |