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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 | $259,058 | $158,827+63.1% | $121,208+113.7% | $135,382+91.4% |
| Participation rate | 35.3% | 79.3%-44.0pp | 71.8%-36.5pp | 82.6%-47.3pp |
| Annual return | -0.30% | -0.64%+0.3pp | 16.93%-17.2pp | 519.77%-520.1pp |
| Employer contribution / active EE | $1,894 | $5,666-66.6% | $4,023-52.9% | $4,779-60.4% |
| Participant deferral / active EE | $5,056 | $4,006+26.2% | $3,345+51.2% | $5,609-9.9% |
| Admin fee / account holder | $18,136 | $6,514+178.4% | $5,020+261.3% | $10,829+67.5% |