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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 | $516,549 | $102,595+403.5% | $94,057+449.2% | $154,746+233.8% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 0.00% | 583.42%-583.4pp | 480.62%-480.6pp | 172.34%-172.3pp |
| Employer contribution / active EE | $2,600 | $3,147-17.4% | $2,933-11.3% | $4,379-40.6% |
| Participant deferral / active EE | $7,522 | $5,118+47.0% | $4,709+59.7% | $6,730+11.8% |
| Admin fee / account holder | $696 | $7,736-91.0% | $7,244-90.4% | $14,365-95.2% |