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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 | $256,501 | $57,352+347.2% | $83,830+206.0% | $64,173+299.7% |
| Participation rate | 20.0% | 68.6%-48.6pp | 76.1%-56.1pp | 69.6%-49.6pp |
| Annual return | -6.42% | 11.38%-17.8pp | 850.97%-857.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $663 | $2,546-74.0% | $3,631-81.7% | $2,381-72.2% |
| Participant deferral / active EE | $1,965 | $2,993-34.3% | $4,082-51.9% | $3,470-43.4% |
| Admin fee / account holder | $2,518 | $4,046-37.8% | $5,479-54.0% | $4,887-48.5% |