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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 | $303,724 | $185,312+63.9% | $161,489+88.1% | $154,746+96.3% |
| Participation rate | 36.8% | 82.5%-45.6pp | 78.7%-41.9pp | 80.7%-43.9pp |
| Annual return | 13.21% | 103.84%-90.6pp | 89.72%-76.5pp | 172.34%-159.1pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,333 | $6,350-47.5% | $5,630-40.8% | $6,730-50.5% |
| Admin fee / account holder | $3,804 | $18,654-79.6% | $16,006-76.2% | $14,365-73.5% |