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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 | $126,661+208.1% | $113,397+244.2% | $138,895+181.0% |
| Participation rate | 56.5% | 79.4%-22.9pp | 76.5%-20.0pp | 79.9%-23.4pp |
| Annual return | 11.58% | 25.05%-13.5pp | 23.20%-11.6pp | 145.39%-133.8pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,237 | $5,693-43.1% | $5,076-36.2% | $6,396-49.4% |
| Admin fee / account holder | $67,492 | $14,549+363.9% | $11,957+464.5% | $12,562+437.3% |