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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 | $295,749 | $156,398+89.1% | $147,318+100.8% | $138,895+112.9% |
| Participation rate | 37.5% | 83.8%-46.3pp | 82.1%-44.6pp | 79.9%-42.4pp |
| Annual return | 13.66% | 78.75%-65.1pp | 70.43%-56.8pp | 145.39%-131.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,080 | $8,237-50.5% | $7,906-48.4% | $6,396-36.2% |
| Admin fee / account holder | $1,151 | $14,976-92.3% | $13,708-91.6% | $12,562-90.8% |