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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 | $455,170 | $138,114+229.6% | $125,391+263.0% | $134,545+238.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -14.33% | 750.88%-765.2pp | 572.41%-586.7pp | 418.37%-432.7pp |
| Employer contribution / active EE | $3,116 | $5,246-40.6% | $4,816-35.3% | $4,742-34.3% |
| Participant deferral / active EE | $7,212 | $7,801-7.6% | $7,448-3.2% | $6,401+12.7% |
| Admin fee / account holder | $1,145 | $11,570-90.1% | $10,009-88.6% | $11,431-90.0% |