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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 | $290,581 | $129,737+124.0% | $119,126+143.9% | $154,746+87.8% |
| Participation rate | 10.0% | 78.9%-68.9pp | 75.8%-65.8pp | 80.7%-70.7pp |
| Annual return | 12.49% | 379.08%-366.6pp | 282.11%-269.6pp | 172.34%-159.9pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,882 | $11,961-75.9% | $10,693-73.0% | $14,365-79.9% |