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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 | $266,102 | $134,001+98.6% | $112,258+137.0% | $134,509+97.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -17.18% | 47.15%-64.3pp | 27.47%-44.7pp | 418.13%-435.3pp |
| Employer contribution / active EE | $5,064 | $4,039+25.4% | $3,636+39.3% | $4,741+6.8% |
| Participant deferral / active EE | $13,000 | $5,291+145.7% | $4,728+174.9% | $6,400+103.1% |
| Admin fee / account holder | $10,728 | $7,491+43.2% | $6,411+67.3% | $11,427-6.1% |