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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 | $332,237 | $168,635+97.0% | $147,617+125.1% | $125,389+165.0% |
| Participation rate | 55.6% | 88.8%-33.2pp | 84.6%-29.1pp | 83.2%-27.6pp |
| Annual return | -3.16% | 77.65%-80.8pp | 61.98%-65.1pp | 282.24%-285.4pp |
| Employer contribution / active EE | $2,340 | $6,252-62.6% | $5,564-58.0% | $4,866-51.9% |
| Participant deferral / active EE | $4,910 | $5,507-10.8% | $4,895+0.3% | $5,352-8.3% |
| Admin fee / account holder | $447 | $13,580-96.7% | $11,612-96.2% | $9,541-95.3% |