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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 | $432,280 | $142,426+203.5% | $115,167+275.3% | $152,909+182.7% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.5%-15.8pp |
| Annual return | 18.64% | 41.48%-22.8pp | 35.60%-17.0pp | 345.46%-326.8pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,730 | $5,165-47.1% | $4,169-34.5% | $5,851-53.3% |
| Admin fee / account holder | $5,578 | $8,464-34.1% | $7,089-21.3% | $11,601-51.9% |