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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 | $252,476 | $124,314+103.1% | $109,163+131.3% | $167,518+50.7% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.9%-38.4pp | 82.1%-44.6pp |
| Annual return | 14.27% | 26.04%-11.8pp | 25.75%-11.5pp | 478.71%-464.4pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,957 | $5,256-5.7% | $4,654+6.5% | $6,342-21.8% |
| Admin fee / account holder | $5,108 | $7,973-35.9% | $6,754-24.4% | $12,312-58.5% |