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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 | $285,215 | $95,917+197.4% | $79,583+258.4% | $134,545+112.0% |
| Participation rate | 56.3% | 75.0%-18.8pp | 69.5%-13.2pp | 81.2%-25.0pp |
| Annual return | -10.47% | -2.70%-7.8pp | 0.16%-10.6pp | 418.37%-428.8pp |
| Employer contribution / active EE | $1,610 | $3,129-48.6% | $2,414-33.3% | $4,742-66.1% |
| Participant deferral / active EE | $6,468 | $4,694+37.8% | $3,986+62.3% | $6,401+1.0% |
| Admin fee / account holder | $2,552 | $9,132-72.1% | $6,835-62.7% | $11,431-77.7% |