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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 | $310,158 | $115,917+167.6% | $100,535+208.5% | $158,982+95.1% |
| Participation rate | 37.5% | 81.6%-44.1pp | 79.4%-41.9pp | 82.0%-44.5pp |
| Annual return | 14.70% | 34.80%-20.1pp | 30.90%-16.2pp | 302.99%-288.3pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,150 | $6,677-67.8% | $6,271-65.7% | $5,983-64.1% |
| Admin fee / account holder | $111,270 | $11,002+911.4% | $8,085+1276.3% | $11,252+888.9% |