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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 | $111,785+133.5% | $93,669+178.7% | $145,877+78.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 14.52% | 203.79%-189.3pp | 133.59%-119.1pp | 551.28%-536.8pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,593 | $4,919-6.6% | $4,416+4.0% | $6,691-31.3% |
| Admin fee / account holder | $8,344 | $10,256-18.6% | $8,291+0.6% | $13,402-37.7% |