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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 | $263,855 | $167,362+57.7% | $143,799+83.5% | $134,532+96.1% |
| Participation rate | 42.9% | 84.8%-42.0pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | -16.94% | 0.47%-17.4pp | -0.04%-16.9pp | 418.27%-435.2pp |
| Employer contribution / active EE | $2,139 | $5,620-61.9% | $4,952-56.8% | $4,741-54.9% |
| Participant deferral / active EE | $7,804 | $6,447+21.0% | $5,638+38.4% | $6,401+21.9% |
| Admin fee / account holder | $2,612 | $18,094-85.6% | $14,677-82.2% | $11,429-77.1% |