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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 | $258,222 | $78,423+229.3% | $95,964+169.1% | $79,856+223.4% |
| Participation rate | 64.0% | 73.5%-9.5pp | 77.1%-13.1pp | 69.6%-5.6pp |
| Annual return | 16.01% | 19.37%-3.4pp | 91.64%-75.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,409 | $1,945-27.6% | $2,541-44.6% | $2,471-43.0% |
| Participant deferral / active EE | $2,844 | $3,440-17.3% | $4,167-31.7% | $3,741-24.0% |
| Admin fee / account holder | $817 | $5,622-85.5% | $6,797-88.0% | $5,306-84.6% |