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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 | $282,075 | $70,418+300.6% | $96,570+192.1% | $85,847+228.6% |
| Participation rate | 66.7% | 61.8%+4.9pp | 69.8%-3.2pp | 69.3%-2.7pp |
| Annual return | 25.51% | 18.59%+6.9pp | 37.79%-12.3pp | 318.61%-293.1pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,640 | $2,894+94.9% | $3,849+46.5% | $3,952+42.7% |
| Admin fee / account holder | $12,580 | $4,995+151.8% | $6,182+103.5% | $6,261+100.9% |