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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 | $264,186 | $156,616+68.7% | $133,346+98.1% | $198,609+33.0% |
| Participation rate | 50.0% | 77.7%-27.7pp | 72.8%-22.8pp | 82.4%-32.4pp |
| Annual return | 14.75% | 44.25%-29.5pp | 36.85%-22.1pp | 202.70%-187.9pp |
| Employer contribution / active EE | $2,498 | $3,368-25.8% | $2,853-12.5% | $5,055-50.6% |
| Participant deferral / active EE | $3,246 | $4,920-34.0% | $4,332-25.1% | $6,977-53.5% |
| Admin fee / account holder | $4,847 | $17,468-72.3% | $14,264-66.0% | $19,030-74.5% |