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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 | $415,515 | $167,353+148.3% | $143,797+189.0% | $134,545+208.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -13.10% | 0.48%-13.6pp | -0.04%-13.1pp | 418.37%-431.5pp |
| Employer contribution / active EE | $10,149 | $5,620+80.6% | $4,952+104.9% | $4,742+114.0% |
| Participant deferral / active EE | $9,526 | $6,447+47.7% | $5,638+68.9% | $6,401+48.8% |
| Admin fee / account holder | $4,747 | $18,096-73.8% | $14,679-67.7% | $11,431-58.5% |