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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 | $322,226 | $133,981+140.5% | $112,249+187.1% | $134,532+139.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -20.31% | 47.16%-67.5pp | 27.48%-47.8pp | 418.27%-438.6pp |
| Employer contribution / active EE | $1,542 | $4,040-61.8% | $3,636-57.6% | $4,741-67.5% |
| Participant deferral / active EE | $6,417 | $5,292+21.3% | $4,729+35.7% | $6,401+0.2% |
| Admin fee / account holder | $1,400 | $7,492-81.3% | $6,412-78.2% | $11,429-87.7% |