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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 | $258,611 | $142,392+81.6% | $119,622+116.2% | $134,532+92.2% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.3%-16.8pp | 81.2%-18.7pp |
| Annual return | -16.37% | -12.46%-3.9pp | -14.98%-1.4pp | 418.27%-434.6pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,736 | $6,467-57.7% | $5,601-51.2% | $6,401-57.3% |
| Admin fee / account holder | $12,900 | $13,593-5.1% | $10,328+24.9% | $11,429+12.9% |