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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 | $292,291 | $167,353+74.7% | $143,797+103.3% | $134,545+117.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -18.24% | 0.48%-18.7pp | -0.04%-18.2pp | 418.37%-436.6pp |
| Employer contribution / active EE | $26,945 | $5,620+379.4% | $4,952+444.1% | $4,742+468.3% |
| Participant deferral / active EE | $18,072 | $6,447+180.3% | $5,638+220.5% | $6,401+182.3% |
| Admin fee / account holder | $3,190 | $18,096-82.4% | $14,679-78.3% | $11,431-72.1% |