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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 | $364,672 | $138,078+164.1% | $125,363+190.9% | $134,509+171.1% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -17.91% | 750.49%-768.4pp | 572.15%-590.1pp | 418.13%-436.0pp |
| Employer contribution / active EE | $5,790 | $5,245+10.4% | $4,815+20.3% | $4,741+22.1% |
| Participant deferral / active EE | $7,071 | $7,800-9.3% | $7,447-5.1% | $6,400+10.5% |
| Admin fee / account holder | $20,721 | $11,566+79.2% | $10,005+107.1% | $11,427+81.3% |