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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 | $254,957 | $150,346+69.6% | $120,524+111.5% | $145,877+74.8% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.3pp | 80.3%-13.6pp |
| Annual return | 15.64% | 154.40%-138.8pp | 107.36%-91.7pp | 551.28%-535.6pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,691 | $6,172+57.0% | $4,994+94.1% | $6,691+44.9% |
| Admin fee / account holder | $12,117 | $12,215-0.8% | $9,440+28.4% | $13,402-9.6% |