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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 | $286,227 | $167,352+71.0% | $143,788+99.1% | $134,509+112.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -14.07% | 0.47%-14.5pp | -0.03%-14.0pp | 418.13%-432.2pp |
| Employer contribution / active EE | $2,334 | $5,620-58.5% | $4,952-52.9% | $4,741-50.8% |
| Participant deferral / active EE | $6,638 | $6,447+3.0% | $5,638+17.7% | $6,400+3.7% |
| Admin fee / account holder | $14,985 | $18,091-17.2% | $14,675+2.1% | $11,427+31.1% |