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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 | $318,670 | $208,088+53.1% | $186,193+71.2% | $154,746+105.9% |
| Participation rate | 42.9% | 80.0%-37.1pp | 77.1%-34.3pp | 80.7%-37.8pp |
| Annual return | 14.24% | 89.97%-75.7pp | 78.03%-63.8pp | 172.34%-158.1pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,658 | $7,078-5.9% | $6,513+2.2% | $6,730-1.1% |
| Admin fee / account holder | $1,726 | $11,698-85.2% | $11,058-84.4% | $14,365-88.0% |