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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 | $252,940 | $61,125+313.8% | $94,057+168.9% | $87,485+189.1% |
| Participation rate | 64.3% | 64.1%+0.2pp | 73.3%-9.1pp | 68.9%-4.6pp |
| Annual return | 14.83% | 35.20%-20.4pp | 480.62%-465.8pp | 26.06%-11.2pp |
| Employer contribution / active EE | $672 | $2,136-68.5% | $2,933-77.1% | $2,596-74.1% |
| Participant deferral / active EE | $2,517 | $3,260-22.8% | $4,709-46.6% | $4,274-41.1% |
| Admin fee / account holder | $6,611 | $5,629+17.4% | $7,244-8.7% | $7,775-15.0% |