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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 | $272,447 | $167,415+62.7% | $140,514+93.9% | $198,609+37.2% |
| Participation rate | 54.5% | 80.9%-26.3pp | 77.8%-23.3pp | 82.4%-27.8pp |
| Annual return | 16.67% | 13.85%+2.8pp | 14.36%+2.3pp | 202.70%-186.0pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,747 | $5,579+20.9% | $4,919+37.2% | $6,977-3.3% |
| Admin fee / account holder | $22,504 | $16,730+34.5% | $13,697+64.3% | $19,030+18.3% |