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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 | $270,161 | $167,353+61.4% | $143,797+87.9% | $134,545+100.8% |
| Participation rate | 42.9% | 84.8%-42.0pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | -12.45% | 0.48%-12.9pp | -0.04%-12.4pp | 418.37%-430.8pp |
| Employer contribution / active EE | $1,855 | $5,620-67.0% | $4,952-62.5% | $4,742-60.9% |
| Participant deferral / active EE | $8,043 | $6,447+24.7% | $5,638+42.6% | $6,401+25.6% |
| Admin fee / account holder | $433 | $18,096-97.6% | $14,679-97.1% | $11,431-96.2% |