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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 | $267,973 | $97,761+174.1% | $83,850+219.6% | $135,382+97.9% |
| Participation rate | 18.2% | 80.0%-61.8pp | 76.1%-58.0pp | 82.6%-64.5pp |
| Annual return | 0.21% | 1287.44%-1287.2pp | 850.92%-850.7pp | 519.77%-519.6pp |
| Employer contribution / active EE | $1,785 | $4,222-57.7% | $3,631-50.8% | $4,779-62.6% |
| Participant deferral / active EE | $3,328 | $4,682-28.9% | $4,082-18.5% | $5,609-40.7% |
| Admin fee / account holder | $408 | $6,674-93.9% | $5,478-92.6% | $10,829-96.2% |