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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 | $255,130 | $73,019+249.4% | $90,766+181.1% | $68,490+272.5% |
| Participation rate | 55.6% | 70.8%-15.3pp | 75.7%-20.1pp | 67.9%-12.3pp |
| Annual return | -5.68% | -13.81%+8.1pp | -12.16%+6.5pp | -7.85%+2.2pp |
| Employer contribution / active EE | $709 | $2,193-67.7% | $2,922-75.8% | $2,597-72.7% |
| Participant deferral / active EE | $2,688 | $3,626-25.9% | $4,565-41.1% | $4,028-33.3% |
| Admin fee / account holder | $25,881 | $5,897+338.9% | $8,446+206.4% | $5,403+379.0% |