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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 | $255,927 | $147,556+73.4% | $129,031+98.3% | $198,609+28.9% |
| Participation rate | 55.0% | 77.2%-22.2pp | 73.4%-18.4pp | 82.4%-27.4pp |
| Annual return | 9.48% | 37.41%-27.9pp | 34.67%-25.2pp | 202.70%-193.2pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,462 | $5,760-57.3% | $5,217-52.8% | $6,977-64.7% |
| Admin fee / account holder | $3,730 | $15,467-75.9% | $13,208-71.8% | $19,030-80.4% |