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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 | $251,511 | $254,759-1.3% | $216,567+16.1% | $198,609+26.6% |
| Participation rate | 66.7% | 84.5%-17.9pp | 81.6%-15.0pp | 82.4%-15.7pp |
| Annual return | 15.77% | 10.04%+5.7pp | 12.94%+2.8pp | 202.70%-186.9pp |
| Employer contribution / active EE | $1,878 | $6,096-69.2% | $5,216-64.0% | $5,055-62.9% |
| Participant deferral / active EE | $4,238 | $6,948-39.0% | $6,191-31.5% | $6,977-39.3% |
| Admin fee / account holder | $1,485 | $26,311-94.4% | $21,981-93.2% | $19,030-92.2% |