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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 | $265,186 | $49,976+430.6% | $66,674+297.7% | $82,637+220.9% |
| Participation rate | 30.3% | 63.1%-32.8pp | 73.7%-43.4pp | 68.1%-37.8pp |
| Annual return | 15.20% | 39.09%-23.9pp | 321.24%-306.0pp | 53.51%-38.3pp |
| Employer contribution / active EE | $2,511 | $1,988+26.3% | $2,620-4.1% | $2,552-1.6% |
| Participant deferral / active EE | $4,220 | $2,847+48.3% | $4,084+3.3% | $4,126+2.3% |
| Admin fee / account holder | $12,753 | $4,594+177.6% | $5,098+150.1% | $7,339+73.8% |