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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 | $250,386 | $171,492+46.0% | $150,734+66.1% | $198,609+26.1% |
| Participation rate | 50.0% | 81.4%-31.4pp | 78.4%-28.4pp | 82.4%-32.4pp |
| Annual return | 12.87% | 804.70%-791.8pp | 600.81%-587.9pp | 202.70%-189.8pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,697 | $6,259-56.9% | $5,610-51.9% | $6,977-61.4% |
| Admin fee / account holder | $2,565 | $17,628-85.5% | $14,905-82.8% | $19,030-86.5% |