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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 | $259,455 | $140,592+84.5% | $123,106+110.8% | $125,388+106.9% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | -3.01% | 16.80%-19.8pp | 13.22%-16.2pp | 282.24%-285.2pp |
| Employer contribution / active EE | $2,071 | $6,041-65.7% | $5,151-59.8% | $4,866-57.4% |
| Participant deferral / active EE | $12,000 | $6,980+71.9% | $6,229+92.6% | $5,352+124.2% |
| Admin fee / account holder | $773 | $11,198-93.1% | $9,015-91.4% | $9,541-91.9% |