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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 | $378,191 | $166,242+127.5% | $165,071+129.1% | $145,884+159.2% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 11.07% | 100.44%-89.4pp | 70.17%-59.1pp | 551.85%-540.8pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,350 | $6,964+77.3% | $6,035+104.6% | $6,690+84.6% |
| Admin fee / account holder | $2,621 | $16,658-84.3% | $12,695-79.4% | $13,392-80.4% |