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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 | $311,932 | $227,399+37.2% | $189,758+64.4% | $198,609+57.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 14.32% | 61.03%-46.7pp | 52.62%-38.3pp | 202.70%-188.4pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,958 | $6,837-27.5% | $5,856-15.3% | $6,977-28.9% |
| Admin fee / account holder | $52,454 | $25,162+108.5% | $20,388+157.3% | $19,030+175.6% |