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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 | $460,908 | $138,102+233.7% | $125,381+267.6% | $134,532+242.6% |
| Participation rate | 37.5% | 84.5%-47.0pp | 82.4%-44.9pp | 81.2%-43.7pp |
| Annual return | -18.85% | 750.73%-769.6pp | 572.31%-591.2pp | 418.27%-437.1pp |
| Employer contribution / active EE | $5,320 | $5,245+1.4% | $4,815+10.5% | $4,741+12.2% |
| Participant deferral / active EE | $5,219 | $7,801-33.1% | $7,448-29.9% | $6,401-18.5% |
| Admin fee / account holder | $733 | $11,568-93.7% | $10,007-92.7% | $11,429-93.6% |