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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 | $282,608 | $84,685+233.7% | $73,836+282.7% | $125,389+125.4% |
| Participation rate | 57.1% | 76.8%-19.6pp | 73.4%-16.3pp | 83.2%-26.0pp |
| Annual return | 0.45% | 3123.80%-3123.4pp | 2268.06%-2267.6pp | 282.24%-281.8pp |
| Employer contribution / active EE | $1,619 | $3,123-48.2% | $2,787-41.9% | $4,866-66.7% |
| Participant deferral / active EE | $2,086 | $3,993-47.7% | $3,583-41.8% | $5,352-61.0% |
| Admin fee / account holder | $1,035 | $5,694-81.8% | $4,882-78.8% | $9,541-89.2% |