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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 | $304,523 | $107,666+182.8% | $102,184+198.0% | $154,746+96.8% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 16.46% | 29.33%-12.9pp | 31.58%-15.1pp | 172.34%-155.9pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,125 | $8,719-41.2% | $8,309-38.3% | $6,730-23.8% |
| Admin fee / account holder | $1,244 | $12,943-90.4% | $11,609-89.3% | $14,365-91.3% |