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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 | $265,081 | $166,242+59.5% | $165,071+60.6% | $145,884+81.7% |
| Participation rate | 41.7% | 82.0%-40.4pp | 78.6%-37.0pp | 80.3%-38.6pp |
| Annual return | 13.42% | 100.44%-87.0pp | 70.17%-56.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,879 | $6,964-44.3% | $6,035-35.7% | $6,690-42.0% |
| Admin fee / account holder | $160,367 | $16,658+862.7% | $12,695+1163.2% | $13,392+1097.5% |