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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 | $268,035 | $124,314+115.6% | $109,163+145.5% | $167,518+60.0% |
| Participation rate | 35.7% | 79.4%-43.7pp | 75.9%-40.2pp | 82.1%-46.4pp |
| Annual return | 12.63% | 26.04%-13.4pp | 25.75%-13.1pp | 478.71%-466.1pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,643 | $5,256-68.8% | $4,654-64.7% | $6,342-74.1% |
| Admin fee / account holder | $1,150 | $7,973-85.6% | $6,754-83.0% | $12,312-90.7% |