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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 | $326,378 | $178,174+83.2% | $156,181+109.0% | $137,256+137.8% |
| Participation rate | 23.1% | 82.0%-59.0pp | 78.8%-55.8pp | 80.0%-56.9pp |
| Annual return | 12.80% | 84.19%-71.4pp | 64.87%-52.1pp | 220.34%-207.5pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,844 | $6,888-58.7% | $6,132-53.6% | $6,407-55.6% |
| Admin fee / account holder | $1,142 | $17,404-93.4% | $14,586-92.2% | $12,270-90.7% |