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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 | $774,043 | $138,114+460.4% | $125,391+517.3% | $134,545+475.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -15.26% | 750.88%-766.1pp | 572.41%-587.7pp | 418.37%-433.6pp |
| Employer contribution / active EE | $2,626 | $5,246-49.9% | $4,816-45.5% | $4,742-44.6% |
| Participant deferral / active EE | $11,109 | $7,801+42.4% | $7,448+49.2% | $6,401+73.5% |
| Admin fee / account holder | $1,472 | $11,570-87.3% | $10,009-85.3% | $11,431-87.1% |