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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 | $293,365 | $150,412+95.0% | $120,574+143.3% | $145,884+101.1% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 17.42% | 154.50%-137.1pp | 107.42%-90.0pp | 551.85%-534.4pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,755 | $6,175-39.2% | $4,996-24.8% | $6,690-43.9% |
| Admin fee / account holder | $11,255 | $12,224-7.9% | $9,445+19.2% | $13,392-16.0% |