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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 | $150,435+69.5% | $120,580+111.4% | $145,897+74.8% |
| Participation rate | 66.7% | 78.8%-12.1pp | 72.0%-5.3pp | 80.3%-13.6pp |
| Annual return | 15.64% | 154.60%-139.0pp | 107.48%-91.8pp | 552.29%-536.6pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,691 | $6,174+57.0% | $4,995+94.0% | $6,689+44.9% |
| Admin fee / account holder | $12,117 | $12,182-0.5% | $9,418+28.7% | $13,390-9.5% |