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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 | $570,691 | $106,549+435.6% | $91,225+525.6% | $134,509+324.3% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -12.37% | 160.73%-173.1pp | 114.10%-126.5pp | 418.13%-430.5pp |
| Employer contribution / active EE | $16,692 | $3,331+401.0% | $2,851+485.5% | $4,741+252.1% |
| Participant deferral / active EE | $34,779 | $4,719+637.0% | $4,234+721.4% | $6,400+443.4% |
| Admin fee / account holder | $856 | $6,234-86.3% | $5,422-84.2% | $11,427-92.5% |