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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 | $260,845 | $167,362+55.9% | $143,799+81.4% | $134,532+93.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -11.57% | 0.47%-12.0pp | -0.04%-11.5pp | 418.27%-429.8pp |
| Employer contribution / active EE | $8,684 | $5,620+54.5% | $4,952+75.3% | $4,741+83.2% |
| Participant deferral / active EE | $7,940 | $6,447+23.2% | $5,638+40.8% | $6,401+24.0% |
| Admin fee / account holder | $668 | $18,094-96.3% | $14,677-95.5% | $11,429-94.2% |