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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 | $254,778 | $183,592+38.8% | $155,574+63.8% | $145,877+74.7% |
| Participation rate | 60.9% | 82.7%-21.8pp | 78.2%-17.3pp | 80.3%-19.4pp |
| Annual return | 20.75% | 61.37%-40.6pp | 64.87%-44.1pp | 551.28%-530.5pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,414 | $6,466-62.7% | $5,629-57.1% | $6,691-63.9% |
| Admin fee / account holder | $6,594 | $19,316-65.9% | $15,914-58.6% | $13,402-50.8% |