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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 | $250,998 | $54,541+360.2% | $78,778+218.6% | $70,126+257.9% |
| Participation rate | 67.6% | 60.8%+6.8pp | 69.2%-1.5pp | 69.5%-1.9pp |
| Annual return | 12.41% | 21.07%-8.7pp | 35.62%-23.2pp | 73.15%-60.7pp |
| Employer contribution / active EE | $729 | $1,089-33.0% | $1,986-63.3% | $2,343-68.9% |
| Participant deferral / active EE | $1,269 | $2,210-42.6% | $2,958-57.1% | $3,332-61.9% |
| Admin fee / account holder | $7,438 | $3,709+100.6% | $5,134+44.9% | $4,645+60.1% |