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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 | $263,911 | $112,935+133.7% | $90,970+190.1% | $158,966+66.0% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | 17.70% | 215.79%-198.1pp | 134.58%-116.9pp | 302.95%-285.3pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,662 | $4,129+158.2% | $3,373+216.1% | $5,983+78.2% |
| Admin fee / account holder | $1,042 | $8,045-87.1% | $5,960-82.5% | $11,250-90.7% |