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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 | $281,293 | $167,362+68.1% | $143,799+95.6% | $134,532+109.1% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -16.53% | 0.47%-17.0pp | -0.04%-16.5pp | 418.27%-434.8pp |
| Employer contribution / active EE | $1,465 | $5,620-73.9% | $4,952-70.4% | $4,741-69.1% |
| Participant deferral / active EE | $4,692 | $6,447-27.2% | $5,638-16.8% | $6,401-26.7% |
| Admin fee / account holder | $3,035 | $18,094-83.2% | $14,677-79.3% | $11,429-73.4% |