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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 | $583,746 | $92,766+529.3% | $82,763+605.3% | $134,545+333.9% |
| Participation rate | 37.5% | 75.2%-37.7pp | 72.6%-35.1pp | 81.2%-43.7pp |
| Annual return | -12.97% | 946.97%-959.9pp | 702.45%-715.4pp | 418.37%-431.3pp |
| Employer contribution / active EE | $2,567 | $3,273-21.6% | $3,008-14.7% | $4,742-45.9% |
| Participant deferral / active EE | $8,367 | $4,802+74.2% | $4,395+90.4% | $6,401+30.7% |
| Admin fee / account holder | $5,180 | $5,978-13.3% | $5,325-2.7% | $11,431-54.7% |