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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 | $300,829 | $169,356+77.6% | $129,406+132.5% | $145,897+106.2% |
| Participation rate | 11.1% | 76.5%-65.4pp | 69.6%-58.5pp | 80.3%-69.2pp |
| Annual return | 16.06% | 14418.62%-14402.6pp | 9468.18%-9452.1pp | 552.29%-536.2pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,278 | $4,987-74.4% | $4,167-69.3% | $6,689-80.9% |
| Admin fee / account holder | $161,483 | $9,915+1528.6% | $7,689+2000.2% | $13,390+1106.0% |