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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 | $281,118 | $140,592+100.0% | $123,106+128.4% | $125,388+124.2% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | -1.71% | 16.80%-18.5pp | 13.22%-14.9pp | 282.24%-283.9pp |
| Employer contribution / active EE | $13,755 | $6,041+127.7% | $5,151+167.0% | $4,866+182.7% |
| Participant deferral / active EE | $7,844 | $6,980+12.4% | $6,229+25.9% | $5,352+46.6% |
| Admin fee / account holder | $7,823 | $11,198-30.1% | $9,015-13.2% | $9,541-18.0% |