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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 | $278,419 | $124,330+123.9% | $109,173+155.0% | $167,536+66.2% |
| Participation rate | 18.8% | 79.5%-60.7pp | 75.9%-57.1pp | 82.1%-63.4pp |
| Annual return | 12.02% | 26.04%-14.0pp | 25.75%-13.7pp | 478.82%-466.8pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,639 | $7,974-79.5% | $6,755-75.7% | $12,315-86.7% |