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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 | $321,241 | $78,694+308.2% | $67,652+374.8% | $125,389+156.2% |
| Participation rate | 7.1% | 78.8%-71.7pp | 75.7%-68.5pp | 83.2%-76.0pp |
| Annual return | -0.66% | 9.46%-10.1pp | 6625.40%-6626.1pp | 282.24%-282.9pp |
| Employer contribution / active EE | $1,137 | $3,044-62.6% | $2,266-49.8% | $4,866-76.6% |
| Participant deferral / active EE | $1,433 | $4,292-66.6% | $3,560-59.8% | $5,352-73.2% |
| Admin fee / account holder | $16,365 | $7,403+121.1% | $4,821+239.5% | $9,541+71.5% |