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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 | $507,917 | $102,609+395.0% | $98,090+417.8% | $138,895+265.7% |
| Participation rate | 37.5% | 82.8%-45.3pp | 81.5%-44.0pp | 79.9%-42.4pp |
| Annual return | 14.68% | 36.44%-21.8pp | 37.05%-22.4pp | 145.39%-130.7pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,137 | $8,167-12.6% | $7,845-9.0% | $6,396+11.6% |
| Admin fee / account holder | $8,162 | $11,434-28.6% | $11,815-30.9% | $12,562-35.0% |