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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 | $280,293 | $167,353+67.5% | $143,797+94.9% | $134,545+108.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -11.47% | 0.48%-12.0pp | -0.04%-11.4pp | 418.37%-429.8pp |
| Employer contribution / active EE | $2,462 | $5,620-56.2% | $4,952-50.3% | $4,742-48.1% |
| Participant deferral / active EE | $4,729 | $6,447-26.7% | $5,638-16.1% | $6,401-26.1% |
| Admin fee / account holder | $120,049 | $18,096+563.4% | $14,679+717.8% | $11,431+950.2% |