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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 | $489,452 | $93,117+425.6% | $77,096+534.9% | $134,532+263.8% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | -12.66% | 62.67%-75.3pp | 42.35%-55.0pp | 418.27%-430.9pp |
| Employer contribution / active EE | $1,559 | $3,420-54.4% | $2,814-44.6% | $4,741-67.1% |
| Participant deferral / active EE | $12,026 | $5,241+129.4% | $4,429+171.5% | $6,401+87.9% |
| Admin fee / account holder | $3,480 | $6,948-49.9% | $5,428-35.9% | $11,429-69.6% |