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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 | $440,775 | $138,072+219.2% | $123,549+256.8% | $135,382+225.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -3.45% | 153.69%-157.1pp | 119.20%-122.7pp | 519.77%-523.2pp |
| Employer contribution / active EE | $5,000 | $5,152-2.9% | $4,628+8.0% | $4,779+4.6% |
| Participant deferral / active EE | $8,279 | $6,799+21.8% | $6,426+28.8% | $5,609+47.6% |
| Admin fee / account holder | $1,584 | $10,917-85.5% | $9,284-82.9% | $10,829-85.4% |