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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 | $265,169 | $100,279+164.4% | $81,353+225.9% | $145,884+81.8% |
| Participation rate | 53.8% | 74.3%-20.4pp | 69.5%-15.7pp | 80.3%-26.5pp |
| Annual return | 10.18% | 34.49%-24.3pp | 24.82%-14.6pp | 551.85%-541.7pp |
| Employer contribution / active EE | $963 | $2,979-67.7% | $2,464-60.9% | $4,662-79.4% |
| Participant deferral / active EE | $3,310 | $4,611-28.2% | $3,885-14.8% | $6,690-50.5% |
| Admin fee / account holder | $11,377 | $8,206+38.6% | $5,766+97.3% | $13,392-15.0% |