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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 | $390,265 | $124,425+213.7% | $112,040+248.3% | $137,256+184.3% |
| Participation rate | 56.5% | 79.3%-22.8pp | 76.5%-20.0pp | 80.0%-23.4pp |
| Annual return | 11.58% | 24.72%-13.1pp | 24.52%-12.9pp | 220.34%-208.8pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,237 | $5,718-43.4% | $5,098-36.5% | $6,407-49.5% |
| Admin fee / account holder | $67,492 | $15,207+343.8% | $12,098+457.9% | $12,270+450.0% |