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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 | $310,033 | $124,346+149.3% | $111,306+178.5% | $167,553+85.0% |
| Participation rate | 12.5% | 79.6%-67.1pp | 77.3%-64.8pp | 82.1%-69.6pp |
| Annual return | 14.61% | 37.46%-22.8pp | 54.67%-40.1pp | 478.89%-464.3pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,301 | $5,182-36.3% | $4,488-26.4% | $6,343-48.0% |
| Admin fee / account holder | $368 | $10,623-96.5% | $7,966-95.4% | $12,316-97.0% |