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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 | $370,004 | $185,856+99.1% | $170,028+117.6% | $139,456+165.3% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 38.26% | 60.52%-22.3pp | 53.39%-15.1pp | 373.45%-335.2pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $10,483 | $11,623-9.8% | $10,409+0.7% | $6,711+56.2% |
| Admin fee / account holder | $946 | $15,387-93.9% | $12,820-92.6% | $11,407-91.7% |