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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 | $279,220 | $103,392+170.1% | $87,104+220.6% | $152,897+82.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 31.21% | 28.10%+3.1pp | 28.19%+3.0pp | 345.43%-314.2pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,890 | $4,778-39.5% | $4,048-28.6% | $5,851-50.6% |
| Admin fee / account holder | $7,477 | $12,194-38.7% | $7,491-0.2% | $11,599-35.5% |