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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 | $272,923 | $90,617+201.2% | $79,476+243.4% | $135,382+101.6% |
| Participation rate | 66.7% | 76.1%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -8.97% | 977.57%-986.5pp | 718.21%-727.2pp | 519.77%-528.7pp |
| Employer contribution / active EE | $1,629 | $3,068-46.9% | $2,800-41.8% | $4,779-65.9% |
| Participant deferral / active EE | $11,267 | $4,050+178.2% | $3,704+204.2% | $5,609+100.9% |
| Admin fee / account holder | $3,215 | $5,907-45.6% | $5,113-37.1% | $10,829-70.3% |