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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 | $409,718 | $124,425+229.3% | $112,040+265.7% | $137,256+198.5% |
| Participation rate | 56.3% | 79.3%-23.1pp | 76.5%-20.2pp | 80.0%-23.7pp |
| Annual return | 25.52% | 24.72%+0.8pp | 24.52%+1.0pp | 220.34%-194.8pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,155 | $5,718+95.1% | $5,098+118.8% | $6,407+74.1% |
| Admin fee / account holder | $32,245 | $15,207+112.0% | $12,098+166.5% | $12,270+162.8% |