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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 | $664,346 | $215,361+208.5% | $171,082+288.3% | $273,972+142.5% |
| Participation rate | 9.1% | 82.0%-72.9pp | 76.7%-67.6pp | 83.0%-73.9pp |
| Annual return | 9.35% | 25.14%-15.8pp | 32.56%-23.2pp | 41.46%-32.1pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,100 | $10,846-89.9% | $8,520-87.1% | $10,133-89.1% |