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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 | $256,751 | $198,461+29.4% | $170,436+50.6% | $147,585+74.0% |
| Participation rate | 20.0% | 88.0%-68.0pp | 83.6%-63.6pp | 82.8%-62.8pp |
| Annual return | 11.78% | 257.30%-245.5pp | 205.94%-194.2pp | 578.57%-566.8pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,432 | $5,629-56.8% | $4,939-50.8% | $5,439-55.3% |
| Admin fee / account holder | $3,488 | $16,852-79.3% | $13,880-74.9% | $10,885-68.0% |