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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 | $255,993 | $57,590+344.5% | $86,233+196.9% | $82,448+210.5% |
| Participation rate | 50.0% | 57.9%-7.9pp | 69.0%-19.0pp | 68.1%-18.1pp |
| Annual return | 33.54% | 22.41%+11.1pp | 61.39%-27.8pp | 41.64%-8.1pp |
| Employer contribution / active EE | $2,662 | $1,655+60.8% | $2,504+6.3% | $2,551+4.4% |
| Participant deferral / active EE | $6,383 | $3,080+107.2% | $4,559+40.0% | $4,139+54.2% |
| Admin fee / account holder | $2,566 | $4,730-45.7% | $8,342-69.2% | $7,234-64.5% |