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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 | $345,805 | $95,915+260.5% | $79,580+334.5% | $134,532+157.0% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -16.13% | -2.71%-13.4pp | 0.15%-16.3pp | 418.27%-434.4pp |
| Employer contribution / active EE | $1,579 | $3,129-49.5% | $2,413-34.6% | $4,741-66.7% |
| Participant deferral / active EE | $6,925 | $4,693+47.5% | $3,985+73.8% | $6,401+8.2% |
| Admin fee / account holder | $3,614 | $9,132-60.4% | $6,835-47.1% | $11,429-68.4% |