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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 | $269,692 | $107,733+150.3% | $92,985+190.0% | $154,746+74.3% |
| Participation rate | 66.7% | 74.6%-7.9pp | 69.5%-2.8pp | 80.7%-14.0pp |
| Annual return | 8.13% | 30.39%-22.3pp | 27.99%-19.9pp | 172.34%-164.2pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,342 | $5,053+124.5% | $4,377+159.1% | $6,730+68.5% |
| Admin fee / account holder | $6,855 | $11,369-39.7% | $9,463-27.6% | $14,365-52.3% |