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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 | $308,212 | $136,860+125.2% | $120,344+156.1% | $154,746+99.2% |
| Participation rate | 63.2% | 79.9%-16.7pp | 76.7%-13.6pp | 80.7%-17.5pp |
| Annual return | 9.95% | 21.38%-11.4pp | 20.30%-10.4pp | 172.34%-162.4pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,042 | $5,793-13.0% | $5,135-1.8% | $6,730-25.1% |
| Admin fee / account holder | $132,998 | $15,393+764.0% | $12,742+943.8% | $14,365+825.8% |