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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 | $70,366+634.1% | $66,674+674.7% | $138,895+271.9% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 0.00% | 386.41%-386.4pp | 321.24%-321.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $2,600 | $2,765-6.0% | $2,620-0.8% | $4,194-38.0% |
| Participant deferral / active EE | $7,522 | $4,374+72.0% | $4,084+84.2% | $6,396+17.6% |
| Admin fee / account holder | $696 | $5,262-86.8% | $5,098-86.4% | $12,562-94.5% |