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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 | $305,190 | $199,109+53.3% | $173,730+75.7% | $154,746+97.2% |
| Participation rate | 53.3% | 82.8%-29.5pp | 79.6%-26.2pp | 80.7%-27.4pp |
| Annual return | 15.30% | 20.02%-4.7pp | 19.96%-4.7pp | 172.34%-157.0pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,470 | $7,113+33.1% | $6,326+49.7% | $6,730+40.7% |
| Admin fee / account holder | $11,671 | $20,916-44.2% | $17,523-33.4% | $14,365-18.8% |