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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 | $360,815 | $183,627+96.5% | $155,602+131.9% | $145,978+147.2% |
| Participation rate | 10.0% | 82.7%-72.7pp | 78.2%-68.2pp | 80.3%-70.3pp |
| Annual return | 19.58% | 61.32%-41.7pp | 64.81%-45.2pp | 550.52%-530.9pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,306 | $19,327-67.4% | $15,923-60.4% | $13,400-52.9% |