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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 | $306,273 | $133,981+128.6% | $112,249+172.9% | $134,532+127.7% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 81.2%-43.7pp |
| Annual return | -15.27% | 47.16%-62.4pp | 27.48%-42.7pp | 418.27%-433.5pp |
| Employer contribution / active EE | $1,880 | $4,040-53.5% | $3,636-48.3% | $4,741-60.3% |
| Participant deferral / active EE | $5,592 | $5,292+5.7% | $4,729+18.2% | $6,401-12.6% |
| Admin fee / account holder | $4,026 | $7,492-46.3% | $6,412-37.2% | $11,429-64.8% |