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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 | $299,921 | $167,362+79.2% | $143,799+108.6% | $134,532+122.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -17.67% | 0.47%-18.1pp | -0.04%-17.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $1,788 | $5,620-68.2% | $4,952-63.9% | $4,741-62.3% |
| Participant deferral / active EE | $7,475 | $6,447+15.9% | $5,638+32.6% | $6,401+16.8% |
| Admin fee / account holder | $458 | $18,094-97.5% | $14,677-96.9% | $11,429-96.0% |