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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 | $355,753 | $148,582+139.4% | $135,942+161.7% | $139,456+155.1% |
| Participation rate | 56.3% | 83.9%-27.6pp | 81.9%-25.7pp | 80.3%-24.1pp |
| Annual return | 20.35% | 79.26%-58.9pp | 68.28%-47.9pp | 373.45%-353.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $11,323 | $8,101+39.8% | $7,759+45.9% | $6,711+68.7% |
| Admin fee / account holder | $951 | $12,402-92.3% | $10,764-91.2% | $11,407-91.7% |