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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 | $455,911 | $167,362+172.4% | $143,799+217.0% | $134,532+238.9% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -18.41% | 0.47%-18.9pp | -0.04%-18.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,532 | $5,620-72.7% | $4,952-69.1% | $4,741-67.7% |
| Participant deferral / active EE | $2,295 | $6,447-64.4% | $5,638-59.3% | $6,401-64.1% |
| Admin fee / account holder | $2,076 | $18,094-88.5% | $14,677-85.9% | $11,429-81.8% |