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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 | $263,980 | $133,981+97.0% | $112,249+135.2% | $134,532+96.2% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -19.46% | 47.16%-66.6pp | 27.48%-46.9pp | 418.27%-437.7pp |
| Employer contribution / active EE | $2,022 | $4,040-50.0% | $3,636-44.4% | $4,741-57.4% |
| Participant deferral / active EE | $4,836 | $5,292-8.6% | $4,729+2.3% | $6,401-24.4% |
| Admin fee / account holder | $1,036 | $7,492-86.2% | $6,412-83.9% | $11,429-90.9% |