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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 | $258,409 | $92,743+178.6% | $82,744+212.3% | $134,532+92.1% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -14.17% | 946.63%-960.8pp | 702.22%-716.4pp | 418.27%-432.4pp |
| Employer contribution / active EE | $1,481 | $3,273-54.8% | $3,008-50.8% | $4,741-68.8% |
| Participant deferral / active EE | $7,640 | $4,802+59.1% | $4,395+73.9% | $6,401+19.4% |
| Admin fee / account holder | $1,512 | $5,977-74.7% | $5,325-71.6% | $11,429-86.8% |