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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 | $262,646 | $92,743+183.2% | $82,744+217.4% | $134,532+95.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -16.17% | 946.63%-962.8pp | 702.22%-718.4pp | 418.27%-434.4pp |
| Employer contribution / active EE | $1,333 | $3,273-59.3% | $3,008-55.7% | $4,741-71.9% |
| Participant deferral / active EE | $9,000 | $4,802+87.4% | $4,395+104.8% | $6,401+40.6% |
| Admin fee / account holder | $3,730 | $5,977-37.6% | $5,325-30.0% | $11,429-67.4% |