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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 | $276,567 | $92,766+198.1% | $82,763+234.2% | $134,545+105.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -11.46% | 946.97%-958.4pp | 702.45%-713.9pp | 418.37%-429.8pp |
| Employer contribution / active EE | $1,781 | $3,273-45.6% | $3,008-40.8% | $4,742-62.4% |
| Participant deferral / active EE | $9,769 | $4,802+103.4% | $4,395+122.3% | $6,401+52.6% |
| Admin fee / account holder | $2,676 | $5,978-55.2% | $5,325-49.8% | $11,431-76.6% |