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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 | $261,806 | $110,379+137.2% | $102,412+155.6% | $145,884+79.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 14.74% | 24.84%-10.1pp | 24.94%-10.2pp | 551.85%-537.1pp |
| Employer contribution / active EE | $12,617 | $4,216+199.3% | $3,870+226.0% | $4,662+170.6% |
| Participant deferral / active EE | $2,162 | $5,622-61.5% | $5,060-57.3% | $6,690-67.7% |
| Admin fee / account holder | $6,246 | $9,745-35.9% | $8,388-25.5% | $13,392-53.4% |