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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 | $299,119 | $138,078+116.6% | $125,363+138.6% | $134,509+122.4% |
| Participation rate | 56.3% | 84.5%-28.2pp | 82.4%-26.1pp | 81.2%-25.0pp |
| Annual return | -16.66% | 750.49%-767.1pp | 572.15%-588.8pp | 418.13%-434.8pp |
| Employer contribution / active EE | $2,071 | $5,245-60.5% | $4,815-57.0% | $4,741-56.3% |
| Participant deferral / active EE | $3,972 | $7,800-49.1% | $7,447-46.7% | $6,400-37.9% |
| Admin fee / account holder | $3,401 | $11,566-70.6% | $10,005-66.0% | $11,427-70.2% |