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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 | $252,905 | $93,124+171.6% | $77,100+228.0% | $134,545+88.0% |
| Participation rate | 12.5% | 74.5%-62.0pp | 67.9%-55.4pp | 81.2%-68.7pp |
| Annual return | -13.15% | 62.68%-75.8pp | 42.35%-55.5pp | 418.37%-431.5pp |
| Employer contribution / active EE | $1,026 | $3,421-70.0% | $2,815-63.6% | $4,742-78.4% |
| Participant deferral / active EE | $2,969 | $5,242-43.4% | $4,430-33.0% | $6,401-53.6% |
| Admin fee / account holder | $2,181 | $6,970-68.7% | $5,443-59.9% | $11,431-80.9% |