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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 | $415,798 | $133,981+210.3% | $112,249+270.4% | $134,532+209.1% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.1%-5.8pp | 81.2%-12.0pp |
| Annual return | -16.35% | 47.16%-63.5pp | 27.48%-43.8pp | 418.27%-434.6pp |
| Employer contribution / active EE | $2,175 | $4,040-46.2% | $3,636-40.2% | $4,741-54.1% |
| Participant deferral / active EE | $9,181 | $5,292+73.5% | $4,729+94.2% | $6,401+43.4% |
| Admin fee / account holder | $33,632 | $7,492+348.9% | $6,412+424.5% | $11,429+194.3% |