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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 | $274,760 | $167,353+64.2% | $143,797+91.1% | $134,545+104.2% |
| Participation rate | 22.2% | 84.8%-62.6pp | 80.3%-58.1pp | 81.2%-59.0pp |
| Annual return | -11.06% | 0.48%-11.5pp | -0.04%-11.0pp | 418.37%-429.4pp |
| Employer contribution / active EE | $1,376 | $5,620-75.5% | $4,952-72.2% | $4,742-71.0% |
| Participant deferral / active EE | $7,843 | $6,447+21.6% | $5,638+39.1% | $6,401+22.5% |
| Admin fee / account holder | $270,646 | $18,096+1395.6% | $14,679+1743.7% | $11,431+2267.7% |