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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 | $267,662 | $78,690+240.1% | $161,489+65.7% | $87,485+206.0% |
| Participation rate | 57.1% | 67.5%-10.3pp | 78.7%-21.6pp | 68.9%-11.8pp |
| Annual return | 18.69% | 32.74%-14.1pp | 89.72%-71.0pp | 26.06%-7.4pp |
| Employer contribution / active EE | $907 | $2,588-64.9% | $4,268-78.7% | $2,596-65.1% |
| Participant deferral / active EE | $4,219 | $3,311+27.4% | $5,630-25.1% | $4,274-1.3% |
| Admin fee / account holder | $4,362 | $6,724-35.1% | $16,006-72.7% | $7,775-43.9% |