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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 | $256,797 | $76,834+234.2% | $108,359+137.0% | $87,485+193.5% |
| Participation rate | 48.1% | 61.7%-13.6pp | 70.1%-22.0pp | 68.9%-20.8pp |
| Annual return | 12.16% | 19.09%-6.9pp | 36.89%-24.7pp | 26.06%-13.9pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,647 | $3,100+82.1% | $4,137+36.5% | $4,274+32.1% |
| Admin fee / account holder | $4,492 | $6,537-31.3% | $9,741-53.9% | $7,775-42.2% |