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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 | $268,085 | $160,070+67.5% | $147,117+82.2% | $145,897+83.7% |
| Participation rate | 47.6% | 84.0%-36.4pp | 82.2%-34.6pp | 80.3%-32.7pp |
| Annual return | 14.18% | 98.69%-84.5pp | 420.54%-406.4pp | 552.29%-538.1pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,322 | $8,419-36.8% | $8,065-34.0% | $6,689-20.4% |
| Admin fee / account holder | $6,988 | $15,035-53.5% | $12,993-46.2% | $13,390-47.8% |