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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 | $286,670 | $184,014+55.8% | $161,149+77.9% | $138,895+106.4% |
| Participation rate | 52.4% | 82.1%-29.7pp | 78.8%-26.5pp | 79.9%-27.5pp |
| Annual return | 14.31% | 21.52%-7.2pp | 21.16%-6.8pp | 145.39%-131.1pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,965 | $6,909-28.1% | $6,153-19.3% | $6,396-22.4% |
| Admin fee / account holder | $30,698 | $18,027+70.3% | $15,194+102.0% | $12,562+144.4% |