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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 | $369,802 | $110,039+236.1% | $97,260+280.2% | $145,884+153.5% |
| Participation rate | 29.4% | 75.9%-46.5pp | 72.7%-43.3pp | 80.3%-50.9pp |
| Annual return | 20.72% | 244.44%-223.7pp | 75.54%-54.8pp | 551.85%-531.1pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,032 | $4,674-77.9% | $4,262-75.8% | $6,690-84.6% |
| Admin fee / account holder | $8,785 | $6,204+41.6% | $5,640+55.8% | $13,392-34.4% |