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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 | $250,659 | $61,755+305.9% | $97,161+158.0% | $80,911+209.8% |
| Participation rate | 22.7% | 63.5%-40.8pp | 72.7%-50.0pp | 67.6%-44.9pp |
| Annual return | 15.75% | -557.90%+573.7pp | 75.36%-59.6pp | 35.63%-19.9pp |
| Employer contribution / active EE | $863 | $1,835-53.0% | $2,723-68.3% | $2,756-68.7% |
| Participant deferral / active EE | $2,448 | $3,026-19.1% | $4,265-42.6% | $4,297-43.0% |
| Admin fee / account holder | $2,558 | $5,166-50.5% | $5,647-54.7% | $6,935-63.1% |