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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 | $340,025 | $95,917+254.5% | $79,583+327.3% | $134,545+152.7% |
| Participation rate | 53.8% | 75.0%-21.2pp | 69.5%-15.6pp | 81.2%-27.4pp |
| Annual return | -9.78% | -2.70%-7.1pp | 0.16%-9.9pp | 418.37%-428.1pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,611 | $4,694-1.8% | $3,986+15.7% | $6,401-28.0% |
| Admin fee / account holder | $2,004 | $9,132-78.1% | $6,835-70.7% | $11,431-82.5% |