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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 | $389,468 | $208,088+87.2% | $186,193+109.2% | $154,746+151.7% |
| Participation rate | 18.8% | 80.0%-61.2pp | 77.1%-58.4pp | 80.7%-62.0pp |
| Annual return | 19.34% | 89.97%-70.6pp | 78.03%-58.7pp | 172.34%-153.0pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,748 | $7,078-47.0% | $6,513-42.4% | $6,730-44.3% |
| Admin fee / account holder | $4,306 | $11,698-63.2% | $11,058-61.1% | $14,365-70.0% |