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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 | $297,812 | $138,114+115.6% | $125,391+137.5% | $134,545+121.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -4.08% | 750.88%-755.0pp | 572.41%-576.5pp | 418.37%-422.4pp |
| Employer contribution / active EE | $2,549 | $5,246-51.4% | $4,816-47.1% | $4,742-46.2% |
| Participant deferral / active EE | $16,823 | $7,801+115.6% | $7,448+125.9% | $6,401+162.8% |
| Admin fee / account holder | $3,667 | $11,570-68.3% | $10,009-63.4% | $11,431-67.9% |