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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 | $268,552 | $49,280+445.0% | $67,313+299.0% | $64,173+318.5% |
| Participation rate | 42.9% | 60.8%-17.9pp | 69.1%-26.2pp | 69.6%-26.7pp |
| Annual return | -2.45% | -1.39%-1.1pp | -4.08%+1.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $2,064 | $1,668+23.7% | $2,566-19.5% | $2,381-13.3% |
| Participant deferral / active EE | $4,592 | $2,484+84.9% | $3,568+28.7% | $3,470+32.4% |
| Admin fee / account holder | $1,394 | $3,863-63.9% | $4,507-69.1% | $4,887-71.5% |