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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 | $436,952 | $211,224+106.9% | $178,505+144.8% | $145,897+199.5% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 15.75% | 30.28%-14.5pp | 27.16%-11.4pp | 552.29%-536.5pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,568 | $6,966-5.7% | $6,280+4.6% | $6,689-1.8% |
| Admin fee / account holder | $188,592 | $12,109+1457.4% | $10,428+1708.5% | $13,390+1308.4% |