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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 | $271,272 | $72,071+276.4% | $68,368+296.8% | $137,256+97.6% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 15.08% | 353.14%-338.1pp | 292.57%-277.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,547 | $4,410+48.5% | $4,123+58.8% | $6,407+2.2% |
| Admin fee / account holder | $2,516 | $5,336-52.8% | $5,150-51.1% | $12,270-79.5% |