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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 | $274,690 | $215,361+27.5% | $171,082+60.6% | $273,972+0.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 3.97% | 25.14%-21.2pp | 32.56%-28.6pp | 41.46%-37.5pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,024 | $5,543-45.4% | $4,797-37.0% | $5,287-42.8% |
| Admin fee / account holder | $6,498 | $10,846-40.1% | $8,520-23.7% | $10,133-35.9% |