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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 | $292,024 | $97,881+198.3% | $80,004+265.0% | $125,389+132.9% |
| Participation rate | 61.5% | 77.9%-16.3pp | 73.0%-11.5pp | 83.2%-21.7pp |
| Annual return | -2.96% | 9.36%-12.3pp | 7.63%-10.6pp | 282.24%-285.2pp |
| Employer contribution / active EE | $2,243 | $3,128-28.3% | $2,473-9.3% | $4,866-53.9% |
| Participant deferral / active EE | $8,971 | $3,744+139.6% | $3,204+180.0% | $5,352+67.6% |
| Admin fee / account holder | $5,719 | $6,278-8.9% | $5,033+13.6% | $9,541-40.1% |