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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 | $71,197+258.9% | $93,669+172.8% | $80,925+215.8% |
| Participation rate | 34.4% | 60.4%-26.0pp | 68.7%-34.4pp | 67.7%-33.3pp |
| Annual return | 11.51% | 11.27%+0.2pp | 133.59%-122.1pp | 35.65%-24.1pp |
| Employer contribution / active EE | $840 | $1,565-46.3% | $2,424-65.3% | $2,756-69.5% |
| Participant deferral / active EE | $4,277 | $4,036+6.0% | $4,416-3.1% | $4,299-0.5% |
| Admin fee / account holder | $680 | $6,959-90.2% | $8,291-91.8% | $6,940-90.2% |