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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 | $296,565 | $87,546+238.8% | $75,784+291.3% | $125,389+136.5% |
| Participation rate | 63.6% | 80.2%-16.5pp | 75.8%-12.2pp | 83.2%-19.6pp |
| Annual return | -0.03% | 13.49%-13.5pp | 9.68%-9.7pp | 282.24%-282.3pp |
| Employer contribution / active EE | $1,797 | $3,930-54.3% | $3,323-45.9% | $4,866-63.1% |
| Participant deferral / active EE | $4,998 | $4,230+18.2% | $3,652+36.9% | $5,352-6.6% |
| Admin fee / account holder | $1,122 | $6,503-82.8% | $5,300-78.8% | $9,541-88.2% |