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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 | $381,109 | $100,805+278.1% | $86,698+339.6% | $134,532+183.3% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -13.78% | 29.09%-42.9pp | 35.95%-49.7pp | 418.27%-432.0pp |
| Employer contribution / active EE | $1,567 | $3,490-55.1% | $2,837-44.8% | $4,741-67.0% |
| Participant deferral / active EE | $9,684 | $5,339+81.4% | $4,656+108.0% | $6,401+51.3% |
| Admin fee / account holder | $4,156 | $10,925-62.0% | $7,493-44.5% | $11,429-63.6% |