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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 | $124,980+111.4% | $108,359+143.8% | $154,746+70.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 14.75% | 45.00%-30.2pp | 36.89%-22.1pp | 172.34%-157.6pp |
| Employer contribution / active EE | $2,498 | $2,851-12.4% | $2,399+4.1% | $4,379-43.0% |
| Participant deferral / active EE | $3,246 | $4,743-31.6% | $4,137-21.5% | $6,730-51.8% |
| Admin fee / account holder | $4,847 | $11,502-57.9% | $9,741-50.2% | $14,365-66.3% |