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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 | $321,412 | $167,353+92.1% | $143,797+123.5% | $134,545+138.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -15.69% | 0.48%-16.2pp | -0.04%-15.7pp | 418.37%-434.1pp |
| Employer contribution / active EE | $2,995 | $5,620-46.7% | $4,952-39.5% | $4,742-36.8% |
| Participant deferral / active EE | $9,342 | $6,447+44.9% | $5,638+65.7% | $6,401+45.9% |
| Admin fee / account holder | $4,473 | $18,096-75.3% | $14,679-69.5% | $11,431-60.9% |