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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 | $554,119 | $181,062+206.0% | $158,223+250.2% | $155,188+257.1% |
| Participation rate | 38.5% | 82.7%-44.2pp | 79.2%-40.7pp | 80.8%-42.3pp |
| Annual return | 14.04% | 57.39%-43.3pp | 52.09%-38.1pp | 148.84%-134.8pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,518 | $6,134-10.1% | $5,467+0.9% | $6,531-15.5% |
| Admin fee / account holder | $22,149 | $18,825+17.7% | $16,047+38.0% | $14,480+53.0% |