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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 | $286,375 | $76,834+272.7% | $108,359+164.3% | $87,485+227.3% |
| Participation rate | 68.4% | 61.7%+6.7pp | 70.1%-1.7pp | 68.9%-0.5pp |
| Annual return | 12.44% | 19.09%-6.6pp | 36.89%-24.5pp | 26.06%-13.6pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,303 | $3,100+103.3% | $4,137+52.4% | $4,274+47.5% |
| Admin fee / account holder | $5,156 | $6,537-21.1% | $9,741-47.1% | $7,775-33.7% |