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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 | $255,540 | $71,230+258.8% | $93,727+172.6% | $80,959+215.6% |
| Participation rate | 34.4% | 60.4%-26.0pp | 68.7%-34.3pp | 67.7%-33.3pp |
| Annual return | 11.51% | 11.26%+0.3pp | 133.83%-122.3pp | 35.67%-24.2pp |
| Employer contribution / active EE | $840 | $1,565-46.3% | $2,421-65.3% | $2,757-69.5% |
| Participant deferral / active EE | $4,277 | $4,037+5.9% | $4,417-3.2% | $4,300-0.6% |
| Admin fee / account holder | $680 | $6,961-90.2% | $8,292-91.8% | $6,925-90.2% |