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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 | $269,101 | $142,409+89.0% | $119,634+124.9% | $134,545+100.0% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -16.96% | -12.46%-4.5pp | -14.98%-2.0pp | 418.37%-435.3pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,853 | $6,468+36.9% | $5,601+58.1% | $6,401+38.3% |
| Admin fee / account holder | $128,698 | $13,594+846.7% | $10,329+1146.0% | $11,431+1025.9% |