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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 | $255,123 | $133,981+90.4% | $112,249+127.3% | $134,532+89.6% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -16.30% | 47.16%-63.5pp | 27.48%-43.8pp | 418.27%-434.6pp |
| Employer contribution / active EE | $2,987 | $4,040-26.1% | $3,636-17.8% | $4,741-37.0% |
| Participant deferral / active EE | $6,359 | $5,292+20.2% | $4,729+34.5% | $6,401-0.7% |
| Admin fee / account holder | $3,615 | $7,492-51.7% | $6,412-43.6% | $11,429-68.4% |