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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 | $364,237 | $114,013+219.5% | $103,693+251.3% | $155,188+134.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 15.22% | 49.31%-34.1pp | 47.61%-32.4pp | 148.84%-133.6pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,589 | $4,970+52.7% | $4,579+65.7% | $6,531+16.2% |
| Admin fee / account holder | $7,598 | $8,407-9.6% | $7,858-3.3% | $14,480-47.5% |