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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 | $444,646 | $111,535+298.7% | $105,223+322.6% | $137,256+224.0% |
| Participation rate | 21.1% | 78.1%-57.0pp | 75.0%-54.0pp | 80.0%-58.9pp |
| Annual return | 17.69% | 237.85%-220.2pp | 180.65%-163.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,284 | $5,500-40.3% | $5,072-35.2% | $6,407-48.7% |
| Admin fee / account holder | $1,914 | $9,721-80.3% | $8,859-78.4% | $12,270-84.4% |