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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 | $261,443 | $289,211-9.6% | $260,467+0.4% | $198,609+31.6% |
| Participation rate | 37.5% | 83.1%-45.6pp | 80.5%-43.0pp | 82.4%-44.9pp |
| Annual return | 9.27% | 112.90%-103.6pp | 100.60%-91.3pp | 202.70%-193.4pp |
| Employer contribution / active EE | $989 | $4,663-78.8% | $4,239-76.7% | $5,055-80.4% |
| Participant deferral / active EE | $3,609 | $6,812-47.0% | $6,319-42.9% | $6,977-48.3% |
| Admin fee / account holder | $2,313 | $16,236-85.8% | $15,461-85.0% | $19,030-87.8% |