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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 | $251,677 | $124,425+102.3% | $112,040+124.6% | $137,256+83.4% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 23.56% | 24.72%-1.2pp | 24.52%-1.0pp | 220.34%-196.8pp |
| Employer contribution / active EE | $2,624 | $3,411-23.1% | $2,954-11.2% | $4,156-36.9% |
| Participant deferral / active EE | $6,200 | $5,718+8.4% | $5,098+21.6% | $6,407-3.2% |
| Admin fee / account holder | $1,361 | $15,207-91.0% | $12,098-88.7% | $12,270-88.9% |