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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 | $117,895+225.4% | $102,460+274.4% | $145,897+163.0% |
| Participation rate | 54.2% | 78.6%-24.5pp | 76.5%-22.3pp | 80.3%-26.1pp |
| Annual return | 16.04% | 31.92%-15.9pp | 29.47%-13.4pp | 552.29%-536.2pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,370 | $5,736-41.2% | $5,056-33.3% | $6,689-49.6% |
| Admin fee / account holder | $17,326 | $13,353+29.8% | $9,460+83.2% | $13,390+29.4% |