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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 | $268,168 | $99,875+168.5% | $146,866+82.6% | $86,983+208.3% |
| Participation rate | 51.3% | 75.8%-24.5pp | 82.5%-31.2pp | 69.5%-18.3pp |
| Annual return | 16.43% | 28.10%-11.7pp | 102.85%-86.4pp | 25.83%-9.4pp |
| Employer contribution / active EE | $2,461 | $3,224-23.7% | $4,425-44.4% | $2,584-4.8% |
| Participant deferral / active EE | $6,044 | $6,322-4.4% | $7,759-22.1% | $4,194+44.1% |
| Admin fee / account holder | $29,233 | $7,838+273.0% | $13,620+114.6% | $7,856+272.1% |