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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 | $73,107+245.8% | $114,563+120.7% | $87,485+189.0% |
| Participation rate | 51.5% | 65.8%-14.3pp | 72.9%-21.4pp | 68.9%-17.4pp |
| Annual return | 13.83% | 19.47%-5.6pp | 241.09%-227.3pp | 26.06%-12.2pp |
| Employer contribution / active EE | $2,267 | $1,881+20.5% | $2,592-12.5% | $2,596-12.7% |
| Participant deferral / active EE | $1,837 | $3,144-41.6% | $4,142-55.7% | $4,274-57.0% |
| Admin fee / account holder | $6,140 | $5,770+6.4% | $7,623-19.5% | $7,775-21.0% |