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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 | $633,544 | $138,114+358.7% | $125,391+405.3% | $134,545+370.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -11.74% | 750.88%-762.6pp | 572.41%-584.2pp | 418.37%-430.1pp |
| Employer contribution / active EE | $1,287 | $5,246-75.5% | $4,816-73.3% | $4,742-72.9% |
| Participant deferral / active EE | $2,830 | $7,801-63.7% | $7,448-62.0% | $6,401-55.8% |
| Admin fee / account holder | $29,163 | $11,570+152.1% | $10,009+191.4% | $11,431+155.1% |