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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 | $338,760 | $52,678+543.1% | $75,784+347.0% | $59,633+468.1% |
| Participation rate | 69.2% | 67.2%+2.0pp | 75.8%-6.6pp | 68.7%+0.6pp |
| Annual return | -0.93% | 2.95%-3.9pp | 9.68%-10.6pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $2,475 | $2,193+12.8% | $3,323-25.5% | $2,203+12.3% |
| Participant deferral / active EE | $7,313 | $2,591+182.3% | $3,652+100.3% | $3,192+129.1% |
| Admin fee / account holder | $2,255 | $3,610-37.5% | $5,300-57.5% | $4,297-47.5% |