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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 | $262,332 | $142,358+84.3% | $119,615+119.3% | $134,493+95.1% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.3%-15.6pp | 81.2%-17.6pp |
| Annual return | 1.16% | -12.46%+13.6pp | -14.98%+16.1pp | 418.01%-416.9pp |
| Employer contribution / active EE | $0 | $5,223-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,716 | $6,470+3.8% | $5,602+19.9% | $6,400+4.9% |
| Admin fee / account holder | $3,420 | $13,585-74.8% | $10,324-66.9% | $11,425-70.1% |