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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 | $344,118 | $223,823+53.7% | $211,142+63.0% | $154,746+122.4% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 10.73% | 50.39%-39.7pp | 46.84%-36.1pp | 172.34%-161.6pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,500 | $9,750+59.0% | $9,284+67.0% | $6,730+130.3% |
| Admin fee / account holder | $15,601 | $19,707-20.8% | $19,076-18.2% | $14,365+8.6% |