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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 | $61,816+305.5% | $97,260+157.7% | $80,935+209.7% |
| Participation rate | 22.7% | 63.5%-40.7pp | 72.7%-49.9pp | 67.7%-44.9pp |
| Annual return | 15.75% | -558.73%+574.5pp | 75.54%-59.8pp | 35.66%-19.9pp |
| Employer contribution / active EE | $863 | $1,836-53.0% | $2,721-68.3% | $2,757-68.7% |
| Participant deferral / active EE | $2,448 | $3,027-19.1% | $4,262-42.6% | $4,299-43.1% |
| Admin fee / account holder | $2,558 | $5,166-50.5% | $5,640-54.6% | $6,924-63.1% |