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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 | $469,947 | $167,362+180.8% | $143,799+226.8% | $134,532+249.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -18.79% | 0.47%-19.3pp | -0.04%-18.7pp | 418.27%-437.1pp |
| Employer contribution / active EE | $12,025 | $5,620+113.9% | $4,952+142.8% | $4,741+153.6% |
| Participant deferral / active EE | $7,328 | $6,447+13.7% | $5,638+30.0% | $6,401+14.5% |
| Admin fee / account holder | $3,792 | $18,094-79.0% | $14,677-74.2% | $11,429-66.8% |