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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 | $389,468 | $182,442+113.5% | $163,379+138.4% | $138,895+180.4% |
| Participation rate | 18.8% | 79.8%-61.0pp | 76.8%-58.1pp | 79.9%-61.2pp |
| Annual return | 19.34% | 72.74%-53.4pp | 63.41%-44.1pp | 145.39%-126.1pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,748 | $6,817-45.0% | $6,282-40.3% | $6,396-41.4% |
| Admin fee / account holder | $4,306 | $10,396-58.6% | $9,818-56.1% | $12,562-65.7% |