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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 | $289,183 | $105,145+175.0% | $94,664+205.5% | $139,466+107.3% |
| Participation rate | 57.1% | 82.4%-25.2pp | 80.8%-23.7pp | 80.3%-23.2pp |
| Annual return | 14.54% | 38.09%-23.6pp | 156.84%-142.3pp | 373.66%-359.1pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,595 | $7,599+13.1% | $7,417+15.9% | $6,712+28.1% |
| Admin fee / account holder | $39,584 | $8,972+341.2% | $7,222+448.1% | $11,409+247.0% |