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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 | $560,721 | $27,632+1929.3% | $61,452+812.5% | $68,486+718.7% |
| Participation rate | 12.5% | 39.5%-27.0pp | 52.6%-40.1pp | 67.9%-55.4pp |
| Annual return | -20.81% | -13.24%-7.6pp | 338.96%-359.8pp | -7.85%-13.0pp |
| Employer contribution / active EE | $693 | $696-0.4% | $1,160-40.3% | $2,597-73.3% |
| Participant deferral / active EE | $2,531 | $1,264+100.3% | $2,125+19.1% | $4,028-37.2% |
| Admin fee / account holder | $5,647 | $2,010+180.9% | $2,131+165.0% | $5,404+4.5% |