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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 | $251,024 | $67,894+269.7% | $89,340+181.0% | $82,448+204.5% |
| Participation rate | 14.3% | 64.0%-49.8pp | 69.6%-55.3pp | 68.1%-53.8pp |
| Annual return | 20.63% | 19.21%+1.4pp | 20.57%+0.1pp | 41.64%-21.0pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,407 | $3,072+173.6% | $3,823+119.9% | $4,139+103.1% |
| Admin fee / account holder | $1,297 | $5,723-77.3% | $6,704-80.7% | $7,234-82.1% |