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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 | $377,057 | $138,072+173.1% | $123,549+205.2% | $135,382+178.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -8.24% | 153.69%-161.9pp | 119.20%-127.4pp | 519.77%-528.0pp |
| Employer contribution / active EE | $3,223 | $5,152-37.4% | $4,628-30.4% | $4,779-32.6% |
| Participant deferral / active EE | $8,600 | $6,799+26.5% | $6,426+33.8% | $5,609+53.3% |
| Admin fee / account holder | $933 | $10,917-91.5% | $9,284-90.0% | $10,829-91.4% |