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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 | $299,325 | $95,917+212.1% | $79,583+276.1% | $134,545+122.5% |
| Participation rate | 54.5% | 75.0%-20.5pp | 69.5%-14.9pp | 81.2%-26.7pp |
| Annual return | -13.35% | -2.70%-10.7pp | 0.16%-13.5pp | 418.37%-431.7pp |
| Employer contribution / active EE | $1,283 | $3,129-59.0% | $2,414-46.8% | $4,742-72.9% |
| Participant deferral / active EE | $3,366 | $4,694-28.3% | $3,986-15.6% | $6,401-47.4% |
| Admin fee / account holder | $17,047 | $9,132+86.7% | $6,835+149.4% | $11,431+49.1% |