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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 | $314,918 | $106,974+194.4% | $90,796+246.8% | $138,895+126.7% |
| Participation rate | 47.1% | 74.9%-27.8pp | 69.5%-22.4pp | 79.9%-32.9pp |
| Annual return | 13.21% | 20.10%-6.9pp | 19.29%-6.1pp | 145.39%-132.2pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,475 | $4,455+0.5% | $3,822+17.1% | $6,396-30.0% |
| Admin fee / account holder | $8,057 | $8,626-6.6% | $7,024+14.7% | $12,562-35.9% |