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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 | $255,927 | $108,882+135.0% | $96,754+164.5% | $154,746+65.4% |
| Participation rate | 55.0% | 75.1%-20.1pp | 70.3%-15.3pp | 80.7%-25.7pp |
| Annual return | 9.48% | 98.39%-88.9pp | 82.04%-72.6pp | 172.34%-162.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,462 | $5,323-53.8% | $4,758-48.3% | $6,730-63.4% |
| Admin fee / account holder | $3,730 | $10,200-63.4% | $8,905-58.1% | $14,365-74.0% |