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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 | $254,247 | $97,550+160.6% | $120,344+111.3% | $87,485+190.6% |
| Participation rate | 35.3% | 72.8%-37.5pp | 76.7%-41.4pp | 68.9%-33.6pp |
| Annual return | 15.11% | 18.41%-3.3pp | 20.30%-5.2pp | 26.06%-11.0pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,064 | $4,230-3.9% | $5,135-20.9% | $4,274-4.9% |
| Admin fee / account holder | $883 | $9,543-90.7% | $12,742-93.1% | $7,775-88.6% |