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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 | $391,584 | $102,938+280.4% | $94,105+316.1% | $138,895+181.9% |
| Participation rate | 25.0% | 74.6%-49.6pp | 71.9%-46.9pp | 79.9%-54.9pp |
| Annual return | 16.14% | 250.28%-234.1pp | 204.55%-188.4pp | 145.39%-129.3pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,940 | $4,196-6.1% | $3,881+1.5% | $6,396-38.4% |
| Admin fee / account holder | $23,945 | $6,600+262.8% | $6,199+286.2% | $12,562+90.6% |