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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 | $314,224 | $51,638+508.5% | $68,368+359.6% | $82,448+281.1% |
| Participation rate | 53.8% | 63.6%-9.8pp | 73.8%-19.9pp | 68.1%-14.2pp |
| Annual return | 50.84% | 37.53%+13.3pp | 292.57%-241.7pp | 41.64%+9.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,429 | $2,914+86.3% | $4,123+31.7% | $4,139+31.2% |
| Admin fee / account holder | $2,626 | $4,643-43.4% | $5,150-49.0% | $7,234-63.7% |