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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 | $367,461 | $106,557+244.8% | $91,227+302.8% | $134,545+173.1% |
| Participation rate | 23.1% | 76.8%-53.7pp | 73.2%-50.1pp | 81.2%-58.2pp |
| Annual return | -18.82% | 160.81%-179.6pp | 114.14%-133.0pp | 418.37%-437.2pp |
| Employer contribution / active EE | $990 | $3,332-70.3% | $2,851-65.3% | $4,742-79.1% |
| Participant deferral / active EE | $2,627 | $4,719-44.3% | $4,234-38.0% | $6,401-59.0% |
| Admin fee / account holder | $1,066 | $6,235-82.9% | $5,423-80.3% | $11,431-90.7% |