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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 | $254,945 | $180,466+41.3% | $154,114+65.4% | $135,382+88.3% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -6.93% | 888.15%-895.1pp | 735.16%-742.1pp | 519.77%-526.7pp |
| Employer contribution / active EE | $3,728 | $6,035-38.2% | $5,298-29.6% | $4,779-22.0% |
| Participant deferral / active EE | $8,040 | $5,806+38.5% | $5,081+58.3% | $5,609+43.4% |
| Admin fee / account holder | $1,985 | $16,144-87.7% | $13,411-85.2% | $10,829-81.7% |