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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 | $257,942 | $138,078+86.8% | $125,363+105.8% | $134,509+91.8% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -7.25% | 750.49%-757.7pp | 572.15%-579.4pp | 418.13%-425.4pp |
| Employer contribution / active EE | $1,082 | $5,245-79.4% | $4,815-77.5% | $4,741-77.2% |
| Participant deferral / active EE | $8,423 | $7,800+8.0% | $7,447+13.1% | $6,400+31.6% |
| Admin fee / account holder | $3,880 | $11,566-66.5% | $10,005-61.2% | $11,427-66.0% |