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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 | $856,264 | $167,362+411.6% | $143,799+495.5% | $134,532+536.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -16.36% | 0.47%-16.8pp | -0.04%-16.3pp | 418.27%-434.6pp |
| Employer contribution / active EE | $12,977 | $5,620+130.9% | $4,952+162.0% | $4,741+173.7% |
| Participant deferral / active EE | $17,991 | $6,447+179.0% | $5,638+219.1% | $6,401+181.1% |
| Admin fee / account holder | $1,931 | $18,094-89.3% | $14,677-86.8% | $11,429-83.1% |