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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 | $279,088 | $167,323+66.8% | $143,770+94.1% | $134,493+107.5% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -19.42% | 0.47%-19.9pp | -0.04%-19.4pp | 418.01%-437.4pp |
| Employer contribution / active EE | $14,087 | $5,619+150.7% | $4,951+184.5% | $4,740+197.2% |
| Participant deferral / active EE | $9,000 | $6,446+39.6% | $5,638+59.6% | $6,400+40.6% |
| Admin fee / account holder | $7,385 | $18,088-59.2% | $14,673-49.7% | $11,425-35.4% |