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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 | $346,701 | $157,304+120.4% | $141,197+145.5% | $152,909+126.7% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 18.00% | 64.34%-46.3pp | 71.41%-53.4pp | 345.46%-327.5pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,167 | $7,111-55.5% | $6,710-52.8% | $5,851-45.9% |
| Admin fee / account holder | $3,502 | $12,126-71.1% | $10,265-65.9% | $11,601-69.8% |