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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 | $328,021 | $93,117+252.3% | $77,096+325.5% | $134,532+143.8% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | -15.51% | 62.67%-78.2pp | 42.35%-57.9pp | 418.27%-433.8pp |
| Employer contribution / active EE | $895 | $3,420-73.8% | $2,814-68.2% | $4,741-81.1% |
| Participant deferral / active EE | $3,387 | $5,241-35.4% | $4,429-23.5% | $6,401-47.1% |
| Admin fee / account holder | $8,237 | $6,948+18.5% | $5,428+51.7% | $11,429-27.9% |