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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 | $438,806 | $54,370+707.1% | $82,763+430.2% | $68,490+540.7% |
| Participation rate | 21.4% | 63.9%-42.5pp | 72.6%-51.1pp | 67.9%-46.5pp |
| Annual return | -12.35% | -13.67%+1.3pp | 702.45%-714.8pp | -7.85%-4.5pp |
| Employer contribution / active EE | $783 | $2,219-64.7% | $3,008-74.0% | $2,597-69.8% |
| Participant deferral / active EE | $3,303 | $3,247+1.7% | $4,395-24.9% | $4,028-18.0% |
| Admin fee / account holder | $10,350 | $4,398+135.3% | $5,325+94.4% | $5,403+91.6% |