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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 | $263,787 | $166,131+58.8% | $164,975+59.9% | $145,877+80.8% |
| Participation rate | 47.4% | 82.0%-34.6pp | 78.6%-31.2pp | 80.3%-32.9pp |
| Annual return | 19.36% | 100.37%-81.0pp | 70.12%-50.8pp | 551.28%-531.9pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,491 | $6,962-35.5% | $6,033-25.6% | $6,691-32.9% |
| Admin fee / account holder | $15,749 | $16,648-5.4% | $12,688+24.1% | $13,402+17.5% |