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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 | $275,851 | $167,362+64.8% | $143,799+91.8% | $134,532+105.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -14.82% | 0.47%-15.3pp | -0.04%-14.8pp | 418.27%-433.1pp |
| Employer contribution / active EE | $1,701 | $5,620-69.7% | $4,952-65.7% | $4,741-64.1% |
| Participant deferral / active EE | $11,869 | $6,447+84.1% | $5,638+110.5% | $6,401+85.4% |
| Admin fee / account holder | $4,120 | $18,094-77.2% | $14,677-71.9% | $11,429-63.9% |