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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 | $261,982 | $197,625+32.6% | $177,840+47.3% | $158,966+64.8% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 20.25% | 58.76%-38.5pp | 48.32%-28.1pp | 302.95%-282.7pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,750 | $8,405+16.0% | $7,714+26.4% | $5,983+63.0% |
| Admin fee / account holder | $487 | $15,405-96.8% | $12,431-96.1% | $11,250-95.7% |