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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 | $97,289+213.0% | $92,805+228.1% | $155,188+96.2% |
| Participation rate | 66.7% | 84.2%-17.5pp | 83.5%-16.8pp | 80.8%-14.1pp |
| Annual return | 16.46% | 29.03%-12.6pp | 31.59%-15.1pp | 148.84%-132.4pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,125 | $8,795-41.7% | $8,448-39.3% | $6,531-21.5% |
| Admin fee / account holder | $1,244 | $12,015-89.6% | $10,911-88.6% | $14,480-91.4% |