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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 | $287,988 | $110,212+161.3% | $96,534+198.3% | $139,466+106.5% |
| Participation rate | 52.9% | 78.1%-25.2pp | 76.0%-23.0pp | 80.3%-27.4pp |
| Annual return | 14.16% | 26.42%-12.3pp | 25.88%-11.7pp | 373.66%-359.5pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,701 | $5,547+56.9% | $4,851+79.4% | $6,712+29.6% |
| Admin fee / account holder | $957 | $11,599-91.7% | $8,253-88.4% | $11,409-91.6% |