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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 | $537,783 | $117,444+357.9% | $99,479+440.6% | $152,909+251.7% |
| Participation rate | 40.0% | 77.5%-37.5pp | 73.8%-33.8pp | 82.5%-42.5pp |
| Annual return | 20.89% | 31.87%-11.0pp | 30.72%-9.8pp | 345.46%-324.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,835 | $4,086-6.2% | $3,619+6.0% | $5,851-34.5% |
| Admin fee / account holder | $655 | $7,635-91.4% | $6,253-89.5% | $11,601-94.4% |