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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 | $261,068 | $92,743+181.5% | $82,744+215.5% | $134,532+94.1% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -18.33% | 946.63%-965.0pp | 702.22%-720.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $611 | $3,273-81.3% | $3,008-79.7% | $4,741-87.1% |
| Participant deferral / active EE | $8,300 | $4,802+72.9% | $4,395+88.9% | $6,401+29.7% |
| Admin fee / account holder | $1,772 | $5,977-70.4% | $5,325-66.7% | $11,429-84.5% |