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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 | $407,486 | $123,155+230.9% | $108,753+274.7% | $155,188+162.6% |
| Participation rate | 69.2% | 75.6%-6.4pp | 71.1%-1.9pp | 80.8%-11.6pp |
| Annual return | 20.48% | 44.73%-24.3pp | 37.47%-17.0pp | 148.84%-128.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,807 | $4,623+4.0% | $4,115+16.8% | $6,531-26.4% |
| Admin fee / account holder | $6,411 | $12,126-47.1% | $10,320-37.9% | $14,480-55.7% |