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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 | $333,507 | $180,462+84.8% | $154,111+116.4% | $135,379+146.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -7.40% | 888.17%-895.6pp | 735.18%-742.6pp | 519.79%-527.2pp |
| Employer contribution / active EE | $13,043 | $6,036+116.1% | $5,298+146.2% | $4,779+172.9% |
| Participant deferral / active EE | $9,239 | $5,806+59.1% | $5,081+81.9% | $5,609+64.7% |
| Admin fee / account holder | $5,602 | $16,145-65.3% | $13,411-58.2% | $10,828-48.3% |