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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 | $309,384 | $108,942+184.0% | $100,415+208.1% | $145,897+112.1% |
| Participation rate | 56.3% | 83.0%-26.7pp | 81.5%-25.3pp | 80.3%-24.1pp |
| Annual return | 15.87% | 58.27%-42.4pp | 49.47%-33.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,251 | $8,461-2.5% | $8,091+2.0% | $6,689+23.3% |
| Admin fee / account holder | $3,270 | $9,702-66.3% | $7,906-58.6% | $13,390-75.6% |