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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 | $312,362 | $133,981+133.1% | $112,249+178.3% | $134,532+132.2% |
| Participation rate | 58.3% | 78.6%-20.2pp | 75.1%-16.7pp | 81.2%-22.9pp |
| Annual return | -10.85% | 47.16%-58.0pp | 27.48%-38.3pp | 418.27%-429.1pp |
| Employer contribution / active EE | $1,587 | $4,040-60.7% | $3,636-56.3% | $4,741-66.5% |
| Participant deferral / active EE | $7,469 | $5,292+41.1% | $4,729+57.9% | $6,401+16.7% |
| Admin fee / account holder | $2,914 | $7,492-61.1% | $6,412-54.6% | $11,429-74.5% |