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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 | $366,210 | $165,399+121.4% | $149,745+144.6% | $158,982+130.3% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 9.49% | 348.34%-338.8pp | 276.72%-267.2pp | 302.99%-293.5pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,571 | $7,183-64.2% | $6,843-62.4% | $5,983-57.0% |
| Admin fee / account holder | $2,699 | $10,811-75.0% | $9,312-71.0% | $11,252-76.0% |