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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 | $325,594 | $138,078+135.8% | $125,363+159.7% | $134,509+142.1% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | -10.67% | 750.49%-761.2pp | 572.15%-582.8pp | 418.13%-428.8pp |
| Employer contribution / active EE | $2,528 | $5,245-51.8% | $4,815-47.5% | $4,741-46.7% |
| Participant deferral / active EE | $7,554 | $7,800-3.2% | $7,447+1.4% | $6,400+18.0% |
| Admin fee / account holder | $49,780 | $11,566+330.4% | $10,005+397.5% | $11,427+335.7% |