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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 | $335,295 | $167,362+100.3% | $143,799+133.2% | $134,532+149.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -15.01% | 0.47%-15.5pp | -0.04%-15.0pp | 418.27%-433.3pp |
| Employer contribution / active EE | $1,599 | $5,620-71.6% | $4,952-67.7% | $4,741-66.3% |
| Participant deferral / active EE | $4,719 | $6,447-26.8% | $5,638-16.3% | $6,401-26.3% |
| Admin fee / account holder | $34,645 | $18,094+91.5% | $14,677+136.0% | $11,429+203.1% |