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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 | $286,831 | $103,393+177.4% | $87,103+229.3% | $152,909+87.6% |
| Participation rate | 58.3% | 79.4%-21.0pp | 76.9%-18.5pp | 82.5%-24.1pp |
| Annual return | 27.13% | 28.10%-1.0pp | 28.19%-1.1pp | 345.46%-318.3pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,725 | $4,778-43.0% | $4,049-32.7% | $5,851-53.4% |
| Admin fee / account holder | $591 | $12,195-95.2% | $7,491-92.1% | $11,601-94.9% |