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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 | $250,942 | $167,352+49.9% | $143,788+74.5% | $134,509+86.6% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -4.23% | 0.47%-4.7pp | -0.03%-4.2pp | 418.13%-422.4pp |
| Employer contribution / active EE | $3,683 | $5,620-34.5% | $4,952-25.6% | $4,741-22.3% |
| Participant deferral / active EE | $8,117 | $6,447+25.9% | $5,638+44.0% | $6,400+26.8% |
| Admin fee / account holder | $1,243 | $18,091-93.1% | $14,675-91.5% | $11,427-89.1% |