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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 | $254,121 | $167,362+51.8% | $143,799+76.7% | $134,532+88.9% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -17.47% | 0.47%-17.9pp | -0.04%-17.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,985 | $5,620-64.7% | $4,952-59.9% | $4,741-58.1% |
| Participant deferral / active EE | $5,335 | $6,447-17.3% | $5,638-5.4% | $6,401-16.6% |
| Admin fee / account holder | $6,560 | $18,094-63.7% | $14,677-55.3% | $11,429-42.6% |