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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 | $279,327 | $147,727+89.1% | $115,756+141.3% | $134,509+107.7% |
| Participation rate | 54.5% | 80.4%-25.9pp | 77.1%-22.5pp | 81.2%-26.7pp |
| Annual return | -18.97% | 73.96%-92.9pp | 143.14%-162.1pp | 418.13%-437.1pp |
| Employer contribution / active EE | $3,864 | $4,713-18.0% | $3,793+1.9% | $4,741-18.5% |
| Participant deferral / active EE | $8,453 | $7,563+11.8% | $6,254+35.2% | $6,400+32.1% |
| Admin fee / account holder | $6,704 | $14,571-54.0% | $8,124-17.5% | $11,427-41.3% |