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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 | $416,484 | $190,879+118.2% | $160,009+160.3% | $134,532+209.6% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.0%-53.0pp | 81.2%-56.2pp |
| Annual return | -15.65% | 552.63%-568.3pp | 408.85%-424.5pp | 418.27%-433.9pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,806 | $6,924-59.5% | $6,183-54.6% | $6,401-56.2% |
| Admin fee / account holder | $382 | $10,495-96.4% | $8,715-95.6% | $11,429-96.7% |