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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 | $274,582 | $117,895+132.9% | $102,460+168.0% | $145,897+88.2% |
| Participation rate | 22.2% | 78.6%-56.4pp | 76.5%-54.3pp | 80.3%-58.1pp |
| Annual return | 26.53% | 31.92%-5.4pp | 29.47%-2.9pp | 552.29%-525.8pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,364 | $5,736+45.8% | $5,056+65.4% | $6,689+25.0% |
| Admin fee / account holder | $12,352 | $13,353-7.5% | $9,460+30.6% | $13,390-7.8% |