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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 | $267,357 | $106,974+149.9% | $90,796+194.5% | $138,895+92.5% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.5%-19.5pp | 79.9%-29.9pp |
| Annual return | 15.75% | 20.10%-4.4pp | 19.29%-3.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $4,176 | $2,609+60.1% | $2,294+82.1% | $4,194-0.4% |
| Participant deferral / active EE | $11,075 | $4,455+148.6% | $3,822+189.8% | $6,396+73.1% |
| Admin fee / account holder | $2,194 | $8,626-74.6% | $7,024-68.8% | $12,562-82.5% |