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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 | $252,410 | $138,114+82.8% | $125,391+101.3% | $134,545+87.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.43% | 750.88%-769.3pp | 572.41%-590.8pp | 418.37%-436.8pp |
| Employer contribution / active EE | $1,353 | $5,246-74.2% | $4,816-71.9% | $4,742-71.5% |
| Participant deferral / active EE | $8,297 | $7,801+6.4% | $7,448+11.4% | $6,401+29.6% |
| Admin fee / account holder | $507 | $11,570-95.6% | $10,009-94.9% | $11,431-95.6% |