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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 | $537,923 | $138,114+289.5% | $125,391+329.0% | $134,545+299.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -16.18% | 750.88%-767.1pp | 572.41%-588.6pp | 418.37%-434.6pp |
| Employer contribution / active EE | $27,075 | $5,246+416.1% | $4,816+462.2% | $4,742+471.0% |
| Participant deferral / active EE | $18,000 | $7,801+130.7% | $7,448+141.7% | $6,401+181.2% |
| Admin fee / account holder | $1,700 | $11,570-85.3% | $10,009-83.0% | $11,431-85.1% |