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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 | $322,895 | $155,555+107.6% | $146,866+119.9% | $155,188+108.1% |
| Participation rate | 44.4% | 84.0%-39.5pp | 82.5%-38.1pp | 80.8%-36.4pp |
| Annual return | 14.06% | 115.41%-101.4pp | 102.85%-88.8pp | 148.84%-134.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,898 | $8,044-26.7% | $7,759-24.0% | $6,531-9.7% |
| Admin fee / account holder | $5,432 | $14,755-63.2% | $13,620-60.1% | $14,480-62.5% |