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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 | $254,246 | $92,707+174.2% | $82,726+207.3% | $134,493+89.0% |
| Participation rate | 40.9% | 75.2%-34.3pp | 72.6%-31.6pp | 81.2%-40.3pp |
| Annual return | -14.42% | 945.12%-959.5pp | 701.33%-715.8pp | 418.01%-432.4pp |
| Employer contribution / active EE | $1,408 | $3,274-57.0% | $3,009-53.2% | $4,740-70.3% |
| Participant deferral / active EE | $5,026 | $4,801+4.7% | $4,394+14.4% | $6,400-21.5% |
| Admin fee / account holder | $3,404 | $5,980-43.1% | $5,328-36.1% | $11,425-70.2% |