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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 | $296,467 | $166,242+78.3% | $165,071+79.6% | $145,884+103.2% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 8.91% | 100.44%-91.5pp | 70.17%-61.3pp | 551.85%-542.9pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,570 | $6,964-5.7% | $6,035+8.9% | $6,690-1.8% |
| Admin fee / account holder | $10,914 | $16,658-34.5% | $12,695-14.0% | $13,392-18.5% |