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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 | $309,937 | $167,352+85.2% | $143,788+115.6% | $134,509+130.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -18.67% | 0.47%-19.1pp | -0.03%-18.6pp | 418.13%-436.8pp |
| Employer contribution / active EE | $12,725 | $5,620+126.4% | $4,952+157.0% | $4,741+168.4% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,952 | $18,091-89.2% | $14,675-86.7% | $11,427-82.9% |