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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 | $261,014 | $111,878+133.3% | $93,727+178.5% | $145,897+78.9% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 14.52% | 204.28%-189.8pp | 133.83%-119.3pp | 552.29%-537.8pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,593 | $4,920-6.7% | $4,417+4.0% | $6,689-31.3% |
| Admin fee / account holder | $8,344 | $10,256-18.6% | $8,292+0.6% | $13,390-37.7% |