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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 | $308,495 | $226,090+36.4% | $182,531+69.0% | $152,885+101.8% |
| Participation rate | 53.3% | 82.5%-29.1pp | 78.0%-24.6pp | 82.5%-29.1pp |
| Annual return | 14.75% | 192.57%-177.8pp | 148.57%-133.8pp | 345.39%-330.6pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,716 | $6,369-41.7% | $5,525-32.7% | $5,851-36.5% |
| Admin fee / account holder | $13,315 | $10,705+24.4% | $8,593+55.0% | $11,598+14.8% |