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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 | $328,171 | $165,361+98.5% | $149,715+119.2% | $158,950+106.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 15.94% | 348.24%-332.3pp | 276.66%-260.7pp | 302.91%-287.0pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,789 | $7,182+36.3% | $6,842+43.1% | $5,983+63.6% |
| Admin fee / account holder | $3,571 | $10,808-67.0% | $9,310-61.6% | $11,248-68.2% |