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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 | $310,121 | $108,825+185.0% | $156,181+98.6% | $82,448+276.1% |
| Participation rate | 60.0% | 72.4%-12.4pp | 78.8%-18.8pp | 68.1%-8.1pp |
| Annual return | 13.59% | 20.59%-7.0pp | 64.87%-51.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,256 | $4,577+14.8% | $6,132-14.3% | $4,139+27.0% |
| Admin fee / account holder | $3,384 | $9,341-63.8% | $14,586-76.8% | $7,234-53.2% |