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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 | $459,161 | $167,533+174.1% | $151,645+202.8% | $134,545+241.3% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -18.45% | 7.81%-26.3pp | 3.34%-21.8pp | 418.37%-436.8pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,259 | $8,985-41.5% | $8,363-37.1% | $6,401-17.8% |
| Admin fee / account holder | $1,056 | $13,781-92.3% | $11,614-90.9% | $11,431-90.8% |