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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 | $267,581 | $112,729+137.4% | $98,716+171.1% | $137,256+95.0% |
| Participation rate | 58.8% | 74.2%-15.4pp | 69.3%-10.5pp | 80.0%-21.1pp |
| Annual return | 18.27% | 38.48%-20.2pp | 31.81%-13.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,874 | $4,640-59.6% | $4,048-53.7% | $6,407-70.8% |
| Admin fee / account holder | $5,630 | $10,129-44.4% | $8,703-35.3% | $12,270-54.1% |