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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 | $320,686 | $138,102+132.2% | $125,381+155.8% | $134,532+138.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -13.95% | 750.73%-764.7pp | 572.31%-586.3pp | 418.27%-432.2pp |
| Employer contribution / active EE | $13,454 | $5,245+156.5% | $4,815+179.4% | $4,741+183.8% |
| Participant deferral / active EE | $7,176 | $7,801-8.0% | $7,448-3.6% | $6,401+12.1% |
| Admin fee / account holder | $1,870 | $11,568-83.8% | $10,007-81.3% | $11,429-83.6% |