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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 | $350,547 | $142,361+146.2% | $119,608+193.1% | $134,509+160.6% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -12.84% | -12.46%-0.4pp | -14.98%+2.1pp | 418.13%-431.0pp |
| Employer contribution / active EE | $4,046 | $5,224-22.5% | $4,232-4.4% | $4,741-14.6% |
| Participant deferral / active EE | $12,139 | $6,468+87.7% | $5,601+116.7% | $6,400+89.7% |
| Admin fee / account holder | $5,441 | $13,588-60.0% | $10,326-47.3% | $11,427-52.4% |