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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 | $526,873 | $176,786+198.0% | $146,643+259.3% | $167,536+214.5% |
| Participation rate | 69.2% | 83.6%-14.4pp | 80.1%-10.8pp | 82.1%-12.9pp |
| Annual return | 20.98% | 24.04%-3.1pp | 22.75%-1.8pp | 478.82%-457.8pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,365 | $6,440-63.3% | $5,506-57.0% | $6,342-62.7% |
| Admin fee / account holder | $68,371 | $13,262+415.6% | $10,280+565.1% | $12,315+455.2% |