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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 | $383,653 | $117,829+225.6% | $102,423+274.6% | $145,877+163.0% |
| Participation rate | 54.2% | 78.6%-24.4pp | 76.5%-22.3pp | 80.3%-26.1pp |
| Annual return | 16.04% | 31.83%-15.8pp | 29.42%-13.4pp | 551.28%-535.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,370 | $5,732-41.2% | $5,054-33.3% | $6,691-49.6% |
| Admin fee / account holder | $17,326 | $13,335+29.9% | $9,455+83.3% | $13,402+29.3% |