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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 | $250,519 | $167,352+49.7% | $143,788+74.2% | $134,509+86.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -11.06% | 0.47%-11.5pp | -0.03%-11.0pp | 418.13%-429.2pp |
| Employer contribution / active EE | $1,557 | $5,620-72.3% | $4,952-68.6% | $4,741-67.2% |
| Participant deferral / active EE | $3,433 | $6,447-46.7% | $5,638-39.1% | $6,400-46.4% |
| Admin fee / account holder | $4,017 | $18,091-77.8% | $14,675-72.6% | $11,427-64.8% |