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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 | $610,680 | $180,459+238.4% | $154,108+296.3% | $135,380+351.1% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -8.12% | 888.21%-896.3pp | 735.21%-743.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $2,984 | $6,035-50.6% | $5,298-43.7% | $4,779-37.6% |
| Participant deferral / active EE | $6,042 | $5,806+4.1% | $5,081+18.9% | $5,609+7.7% |
| Admin fee / account holder | $5,518 | $16,145-65.8% | $13,411-58.9% | $10,828-49.0% |