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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 | $259,585 | $71,230+264.4% | $93,727+177.0% | $80,959+220.6% |
| Participation rate | 66.7% | 60.4%+6.3pp | 68.7%-2.0pp | 67.7%-1.0pp |
| Annual return | 11.39% | 11.26%+0.1pp | 133.83%-122.4pp | 35.67%-24.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,456 | $4,037+35.1% | $4,417+23.5% | $4,300+26.9% |
| Admin fee / account holder | $6,103 | $6,961-12.3% | $8,292-26.4% | $6,925-11.9% |