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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 | $301,600 | $162,785+85.3% | $133,959+125.1% | $158,950+89.7% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 12.72% | 41.94%-29.2pp | 45.09%-32.4pp | 302.91%-290.2pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13,000 | $5,910+120.0% | $5,047+157.6% | $5,983+117.3% |
| Admin fee / account holder | $1,071 | $11,738-90.9% | $8,928-88.0% | $11,248-90.5% |