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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 | $337,781 | $211,239+59.9% | $178,528+89.2% | $145,877+131.6% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 8.88% | 30.22%-21.3pp | 27.11%-18.2pp | 551.28%-542.4pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,400 | $6,963+20.6% | $6,278+33.8% | $6,691+25.6% |
| Admin fee / account holder | $2,042 | $12,095-83.1% | $10,419-80.4% | $13,402-84.8% |