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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 | $252,842 | $63,703+296.9% | $93,063+171.7% | $82,448+206.7% |
| Participation rate | 51.5% | 63.8%-12.3pp | 72.1%-20.6pp | 68.1%-16.6pp |
| Annual return | 13.83% | -775.43%+789.3pp | 34.15%-20.3pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,267 | $1,729+31.2% | $2,476-8.4% | $2,551-11.1% |
| Participant deferral / active EE | $1,837 | $2,919-37.1% | $3,958-53.6% | $4,139-55.6% |
| Admin fee / account holder | $6,140 | $5,982+2.6% | $6,033+1.8% | $7,234-15.1% |